Corporate Executives - Total Wealth Planning

Corporate Executives

The demands of work and family life can leave little time for managing personal finances. Combine that with the fact that we are in a climate where corporate employment can be unstable. We follow a disciplined method for executives that focuses on your personal financial security while helping you avoid costly mistakes.

Maximizing Your Benefits

If you are fortunate enough to be an executive with equity compensation, the available options and benefits can seem like alphabet soup. We are here to help you. You don’t have to spin your wheels sorting out all your options or chasing answers down.

The most common forms of executive compensation are stock options, nonqualified deferred compensation, golden parachutes, executive bonus plans and fringe benefits. We help you navigate Non-Qualified Stock Options (NQSOs), Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Restricted Stock Shares (RSSs), Stock Appreciation Rights (SARs) and Performance Stock Units (PSUs). Learn more. We help you utilize executive compensation as a strategic planning tool.

Professional Transitions

Whether you are in career transition, 20 years from retirement, or facing tough financial decisions, we help you prepare for the next stages. The important first step is finding the right advisor, who has the credentials and extensive experience working with executives. We break down your organization’s benefits and compensation programs and help you prepare for the long-term. We give you ideas to keep you on track, even when markets are down, so you can have more comfort with your retirement and other key personal goals.

The Real Benefit to You

Working together, we help you manage personal and family finances, while still putting a date to retirement and other important objectives. The real benefit is the reassurance that you are on track. You will have your situation looked after with an interaction that fits your style. You can focus on other things in life, knowing your finances are covered.

Although financial planning may be the last item on a busy executive’s list, it is first on ours.