Executive Benefits

  • Executive Benefits Planning

    Welcome to the Ulin & Co. employee workplace planning center. With our executive benefits review meetings, we can help you to connect the dots between your employer benefits and your financial goals with each paycheck. This would include a review of your 401(K) plan, employer stock programs and insurance benefits while providing a holistic approach to your retirement, tax and estate planning goals.

    Many employees and executives we meet spend so much time at the office managing sales, systems, people and products, they sometimes neglect to manage their own personal finances. Does this sound like you?

    Ulin & Co. Wealth Management has a long history of working with current & retired executives & employees from many recognized high-tech, Fortune 500 company locations in Southern Florida along with many city/state retirees, teachers, medical practices and business owners.

    Our cornerstone approach to Financial planning can help you to wisely manage and protect your wealth, health, family, retirement and estate while negotiating the financial barriers that unavoidably arise in every stage of life before or after you retire.

    Helping employees be successful, both personally and professionally, is a key long-term goal for our firm as well as in creating a culture of excellent financial health and wellness in the workplace. Please call us at (561) 210-7887 to set up a no-obligation consultation or to discuss our Worksite Financial-Ed solutions for your company.

    *As reported by Financial Planning Magazine, June 1996-2014 based on total revenue.

    Register today for one of 3 options:

    1. 15 minute 401(K) Tune-up
    2. Half hour Benefits Analysis
    3. One hour complementary financial planning consultation

Ready to take the next step? Contact us to get started today!