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In our continuing effort to help you better manage your finances, Gallagher Benefit Services has partnered with The Ayco Company L.P., a Goldman Sachs Company, to offer you Ayco's Money in Motion® personal finance program.

Managing your personal finances can be an overwhelming task. Ayco's Money in Motion® personal finance program can help with:

  • Evaluating your retirement goals
  • Making your debt as affordable as possible
  • Taking advantage of tax savings strategies
  • Planning for college tuition
  • Making sure your investment mix is appropriate and diverse
  • Insurance goals to protect your family
  • Determining the right will for you and your family

ACKNOWLEDGMENT OF RECEIPT

I have read the Solicitor's Written Disclosure Document and Form ADV and I acknowledge that I have received a copy of Part II of The Ayco Company, L.P.'s Form ADV as well as the Solicitor's Written Disclosure Document.

With a variety of financial planning tools,
we can help you reach your financial goals!

 

 

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