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The Concierge Service
MullinTBG Advisors is a wholly owned subsidiary of MullinTBG, a full service executive benefits consulting firm that has worked with hundreds of Fortune 1000 companies to help them develop, design, implement, and administer executive benefit plans.
MullinTBG created MullinTBG Advisors to provide objective financial advice to plan sponsors and to senior executives with a focus on the unique issues involving executive compensation and benefit planning. At MullinTBG Advisors, our mission is to help corporate executives understand and maximize the value of their benefit plans as wealth accumulation and retirement preparation tools, and how they integrate with the formulation of a comprehensive financial strategy. MullinTBG Advisors' objective is to become your trusted advisor. Our financial counselors are committed to devoting the time needed to develop a broad and deep appreciation of your personal, professional, and financial circumstances, as well as your objectives and attitudes about risk. We integrate this knowledge into the development of a comprehensive strategy and implementation plan that best fulfills your unique requirements.
A MullinTBG Advisor works closely with you to provide strategic advice, recommendations, and implementation on all facets of financial planning, including:
- Executive benefits
- Income tax planning and preparation
- Investment planning
- Debt management
- Estate planning (drafting of documents not provided)
- Property and casualty, life, and disability insurance analysis
- Retirement and cash flow planning
This service is designed to be personally delivered through quarterly face-to-face meetings, scheduled teleconferences, and other telephone, written or e-mail communications as circumstances dictate.
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The Core Service
MullinTBG Advisors is a wholly owned subsidiary of MullinTBG, a full service executive benefits consulting fi rm that has worked with hundreds of Fortune 1000 companies to help them develop, design, implement, and administer executive benefit plans. MullinTBG created MullinTBG Advisors to provide objective financial advice to plan sponsors and to senior executives with a focus on the unique issues involving executive compensation and benefit planning. At MullinTBG Advisors, our mission is to help corporate executives understand and maximize the value of their benefit plans as wealth accumulation and retirement preparation tools, and how they integrate with the formulation of a comprehensive financial strategy.
MullinTBG Advisors' objective is to become your trusted advisor. Our financial counselors are committed to devoting the time needed to develop a broad and deep appreciation of your personal, professional, and financial circumstances, as well as your objectives and attitudes about risk. We integrate this knowledge into the development of a comprehensive strategy and implementation plan that best fulfi lls your unique requirements.
A MullinTBG Advisor works closely with you to provide strategic advice, recommendations, and implementation on all facets of financial planning, including:
- Executive benefits
- Income tax planning and preparation
- Investment planning
- Debt management
- Estate planning (drafting of documents not provided)
- Property and casualty, life, and disability insurance analysis
- Retirement and cash flow planning
This service is designed to be personally delivered through semi-annualface-to-face meetings, scheduled teleconferences, and other telephone, written or e-mail communications as circumstances dictate. |
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