Group Financial Education and Executive Services

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Informative Insights.  Product-Free Expertise. Worry-Free Employees.

Total Alignment’s group services are dedicated to providing unbiased financial education, independent analysis and research, and Group Personal CFO executive packages. The end result provides executives with relief from time-burdening personal administrative matters, while providing the non-executive employees with legitimate financial insights that help mitigate risk and enhance retention for the company.

Examples of issues and topics covered by group services include the following:

  • Employee Benefits and the Implications of the Affordable Care Act
  • Financial Planning Issues for Same-Sex Couples
  • Income and Wealth Transfer Tax Updates and Strategies
  • Charitable Giving Trends and Social Impact Investments
  • Issues and Procedure Pitfalls in Property Tax Appeals
  • Investments, Institutional Risk and Fees versus Value Analysis
  • Current Trends in Asset Allocation and Asset Location
  • The Financial Implications of Marriage and Divorce
  • College and Financial Independence Planning
  • Trust-Owned Life Insurance Problems
  • Retirement Planning Trends, Medicare Issues, and Social Security Elections
  • Recent Issues in Creditor Protection, Identity Theft and Credit Monitoring

To request a live group training session, or to inquire about our independent executive compensation analysis or Group Personal CFO services for executives, please e-mail us at inquiries@totalalignmentwealth.com.

Total Alignment Wealth Advisors, LLC is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and unbiased family wealth advisor to perform services typically beyond the scope of services other advisors provide. We are proud to be able to offer our expertise, superior research, proactive diligence and unique client-centric structure to enable our clients to make informed financial decisions. Our comprehensive analysis, advanced financial planning technology, expert advisors, extensive network of resources, and informative “what if” projections have reduced risks and excessive costs for our clients, in addition to saving them time on matters that they would otherwise have to manage themselves. We welcome an opportunity to learn more about your situation and whether Total Alignment would be a fit for you. We can be reached by e-mail at inquiries@totalalignmentwealth.com or by phone at 212-913-9110.