Financial Planning for Your Firm’s Senior Executives
Do executives at your firm have plans in place for their financial futures? Between work, family, and other obligations, many simply do not have the time, interest, or experience needed to make complex decisions regarding their finances.
That’s where Daintree’s SMART Planning Program comes in—we work with your executives to get their personal financial plans in place.
Knowledge is Power
The Daintree team of financial professionals provides:
Daintree Works with Your Firm
Daintree offers services in both group and one-on-one settings through:
Interested in Learning More?
If you would like to explore the possibility of Daintree working with executives at your firm, contact us or speak directly to one of our advisors:
Partner, Senior Client Advisor
Your key people and their families will thank you.