HIGH-LEVEL PLANNING FOR EXECUTIVES

How We Help

In today's complex financial landscape, executives face unique challenges and opportunities that require sophisticated and strategic financial planning. My team and I specialize in high-level financial planning for executives and offer invaluable expertise and personalized guidance to navigate these complexities. By understanding the distinct financial needs and goals of executives, such as managing substantial income, optimizing tax strategies, planning for retirement, and ensuring comprehensive estate planning, we provide you with tailored solutions that align with both personal and professional objectives. We are here to empower executives to make informed decisions, maximize their wealth, and secure their financial future, allowing them to focus on their leadership roles with confidence and peace of mind.

Let’s Get Started

Equity & Stock Compensation

Equity compensation requires careful management to avoid unnecessary risk. We help you understand when to exercise stock options, the tax implications involved, and how to diversify your portfolio.

Tax Planning

We help you develop strategies to minimize tax liabilities and optimize financial outcomes, taking into account your complex compensation structures, investment portfolios, and potential tax implications of stock options and other equity-based incentives.

Retirement & Financial Planning

We work within your financial goals to create tailored strategies to maximize retirement savings, optimize tax-advantaged accounts, and manage complex compensation packages, ensuring a secure and comfortable retirement.

Estate Planning

Your wealth should be passed on to your loved ones without unnecessary tax burdens. We help you navigate the estate tax implications of holding company stock and develop strategies to transfer your assets.

Risk Management

It’s important to manage the risks associated with equity compensation, especially if your financial well-being is closely tied to your company’s stock performance. We help you identify these risks and create strategies to hedge against them.

Compensation & Benefits

We help you compare your equity compensation to industry standards, advise on the pros and cons of participating in Employee Stock Purchase Plans (ESPPs), and assist in negotiating the best terms when getting hired or promoted.

Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.