Corporate Services

Today more than ever, corporations and their executives are facing the demands of risk management, performance reporting and cash management. Taylor Wealth Management Group can assist corporations in the following areas.

Cash Management

TWMG can assist CFO’s and Treasurers with the management of excess corporate cash. We can design and implement a customized plan to meet specific corporate objectives. We typically fine that most corporate cash programs are very conservatively managed and liquidity is extremely important for immediate access.

Retirement Plans

TWMG consults with local TPA’s (third party administrators) to help customize retirement plans. Every corporation has different needs and objectives. We focus on the following areas.

Needs Analysis and Corporate Objectives
Fee Analysis
Plan Design
Fiduciary support
Participate Education

Over the years, we have consulted with corporations on Define Benefit, Define Contribution and Executive Non-Qualified Retirement Plans of all sizes. A common theme we see with many executives is the demand of their time with having to worry about managing their fiduciary responsibility regarding their retirement plan. Although a plan sponsor can never eliminate their fiduciary obligations, we can help in transferring some of the fiduciary risk.

Executive Consulting Program

TWMG offers consulting services for executives who may have a large concentration of company stock, non-qualified compensation, and stock option programs.