EXECUTIVE PLANNING IN ACTION
The process of developing a plan based on personalized goals and preserving wealth is a complex part of financial planning for executives. This includes implementing a variety of strategies covering
Full spectrum financial planning
Executives have unique and complex circumstances that often require life-stage financial planning, planning for a varied family structure, and career-based planning.
Accumulation planning
Accumulated wealth often presents unique challenges, and we can help address these through the proper application.Examples of strategies include
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
Gain access to 401(k), 403(b), 457, TRS, and TSP benefit plan specialists experienced in assessing and maximizing current employer-sponsored benefits. We offer executives approaches and strategies designed for 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.
