FULL SPECTRUM PLANNING
The process of developing a plan based on personalized goals and preserving wealth is a complex part of financial planning for executives. As an executive, you have unique and complex circumstances that require life-stage financial planning, consider a varied family structure, and address career-based planning.
Accumulation planning
Accumulated wealth often presents unique challenges in financial planning for executives. We help address risk mitigation that works in concert with your accumulation strategies.
Tax planning and optimization
Although wealth planning decisions are rarely made solely on their tax impact, it’s wise to consider the tax issues and costs involved. We work with your CPA and other trusted financial advisors to help you keep more of what you earn.
Family governance.
Ensuring proper stewardship of your wealth is as important as how to transfer it efficiently and effectively. We have resources to guide you through family conversations about your intentions and the financial values you would like to impart.
RETIREMENT MANAGEMENT AND EMPLOYER-SPONSORED PLANS
Access plan specialists who are experienced in assessing and maximizing current employer-sponsored benefit plans including 401(k), 403(b), 457, TRS, and TSP plans. We offer a variety of approaches and strategies designed to meet a broad range of needs, including:
- Retirement strategy
- Tailored executive retirement plan recommendations
- Assistance managing your nonqualified deferred compensation plan
- Personalized goals analysis
- Assess and maximize current employer-sponsored benefits
- Investment account consolidation
- Tax-advantaged strategies
We’re happy to discuss your specific retirement plan needs with you.
