Heritage Executive Consulting employs a holistic approach to executive finances. We begin by learning all we can about the corporation, particularly the base compensation and benefits offerings. Based on corporate needs, we then either create a customized total compensation program for executives or evaluate an existing program and make recommendations for greater effectiveness. Thereafter, we convey all the essential information about the compensation structure and benefits offerings to participating corporate management as it relates to their personal finances.

Finally, we employ a full range of financial planning and tax management services to create a fully integrated financial plan for key executives. By incorporating the full range of activities that impact an executive's financial picture, including all aspects of the company's compensation and benefits plan, we are able to create a fully functional program for the corporation that engages all of its key managers.