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Executive Financial Planning

Professionals and corporate executives have a unique set of complex financial planning needs. We help our clients make sense of their company benefit packages and leverage their stock options, awards, pensions, deferred compensation, retirement plan, and other benefits by integrating them into a comprehensive financial plan.

Our executive compensation planning services include:

  • An analysis of company benefit packages, including stock and retirement benefits as well as life, disability, AD&D, and long-term care insurance benefits
  • Tracking equity awards such as stock options, performance awards, restricted stock units, etc.
  • Evaluation of severance/termination packages and helping families make informed decisions
  • Coordination with CPAs and tax advisors to make strategic decisions for exercising stock options and making deferred compensation selections
  • Integration of company benefits into an overall financial plan based on your unique goals and objectives