Services
How we work at Moynihan Advisors, LLC : The Decision
Process
For over 40 years we've privately counseled each client through
an informed decision process to help them achieve their most
important financial goals. Our job is to ask tough questions,
design creative solutions, coordinate planning resources,
secure financial instruments, and manage performance results
for our clients. Our work covers three phases.
1. Development phase
 In
the Development phase our local and national design teams
work together with our client's decision-making team to gather
data, isolate and quantify potential problems, and explore
solution options. This effort combines the experienced staff
of Moynihan Advisors, LLC with a diverse range of advisory
specialists and product resources and National Financial Partners
resources, including . . .
- Plan design specialists
- Product and product source analysts
- Legal and accounting specialists
- Investment analysts and asset managers
- Corporate and private banking specialists
- Actuarial experts
- Trust services providers
- Insurance product providers
2. Implementation phase
 After
our development team recommends solution alternatives, we
perform a final analysis on the financial products that fit
the plan parameters. Meanwhile, we coordinate with our clients`
legal and financial advisors to complete documentation of
the plan and define the administration procedures for the
next phase.
3. Management phase
 When
decision consensus has been reached, the plan moves into the
Management phase. At this point we secure the necessary service
agreements to monitor the results of the plan and respond
to ongoing needs. We want you to feel assured that we sit
on your side of the table for the long term.
The decision process begins with the right
questions.
Corporate contingency
strategies
Employee benefits
strategies
Retirement plan
strategies
Executive benefits
strategies
Corporate lifetime
settlements
Family business
strategies
Personal financial
strategies
Individual lifetime
settlements
Legacy planning
strategies
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