Corporate Executives
If you're like most Americans, you draw a steady paycheck from an established company and report your taxes on a W-2 return. And whether you're a top executive at a major corporation or a manager at a midsized organization your basic financial planning challenges are similar. You:
- Tend to have definite plans to retire, likely at a specific age
- Have pre-tax savings opportunities that are limited to the company-sponsored retirement program, usually a 401(k)/Profit Sharing Plan
- Receive some type of benefits package beyond standard compensation and retirement program that might include a combination of healthcare, bonuses, stock options, and life, disability and long term care insurance
To help you address these challenges, we would build a financial plan that considers - and, where appropriate, incorporates - the unique benefits available to you, such as stock grants, stock options, deferred compensation or restricted stock. In developing this plan, we would follow our proven six-step process that enables us to fully understand your specific needs and goals and build solutions best suited to your situation. Read more about our six-step financial planning process.