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Individual Benefits For Vistage Chairs

Fortune 500 Benefits Delivered Via Concierge Service

Welcome Vistage Chair.  We would like to recognize your affiliation with Vistage by offering you preferred access to the Milton Park Partners concierge benefit program.  We look forward to hearing from you.

You lead a busy life and have many people looking to you for advice, services, and leadership. Your role allows you to provide important services that large companies require yet you struggle to find access to basic group benefits such as health insurance that rank and file employees have access to use. You know that there has to be a solution for creating personalized world-class solutions for yourself that go beyond the individual marketplace. As an independent contractor, you now can have access to Fortune 500 type benefits, with or without having to run a payroll like a PEO.

 

My Financial Coach, in association with Milton Park Partners, is here to help you with a first in class concierge HR solution for individuals who want benefits packages similar to leading Fortune 500 companies and guided by a dedicated personal CFP® professional. By analyzing your personal financial picture and lifestyle, we are able to create a benefits package that addresses your goals and helps you achieve peace of mind.

Benefits without payroll:

Rates and Options

Download Our Brochure

Learn about how concierge benefits work today
Interested in

Financial Planning only:

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Succession Planning
  • Tax Planning
  • Estate planning

Digitally organize all of your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Stock options, RSUs, restricted shares
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds
Schedule some time to speak with a Financial Coach today
to see if concierge employer benefits are right for you!

VISTAGE DISCLAIMER OF LIABILITY

This program is solely a Milton Park Partner (MPP)/My Financial Coach (MFC) offering. Vistage is in no way connected to any of MPP’s programs. Your participation in an MPP offering is voluntary, at your sole discretion, and represents an agreement solely between you and MPP, for which Vistage is not a party and has no rights or obligations therein. Please contact your counsel to discuss potential benefits and risks of becoming an MPP Employee or an MPP Limited Partner.

Any information, opinions or advice offered by MPP, its employees, partners or agents are solely those of the MPP organization and do not represent those of Vistage, its employees, partners or agents. Vistage does not verify the accuracy of any information provided by MPP. UNDER NO CIRCUMSTANCES SHALL VISTAGE, ITS EMPLOYEES, AFFILIATES, PARTNERS OR AGENTS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR EXEMPLARY DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR PARTICIPATION IN AN MPP OFFERING.