Invement Management Texas Certified Financial Planner CFP Best Private Wealth ManagementCorporate Executives

 

Your greatest wealth building asset is likely your ability to earn. The demands of a busy corporate career can limit the time available to stay on top of and manage the complex nature of your financial circumstances, particularly when it comes to compensation and benefits packages. Executive benefits are riddled with restrictions, regulatory requirements, tax considerations and choices about elections and timing of decisions; all of which require extra attention and consideration.  As a result, executives are often left with only an abstract understanding of what they are putting aside for retirement.

We can help you assess your compensation package and the options before you. We will provide you with essential expert planning and decision support regarding benefit programs such as:

  • Retirement plans
  • Non-qualified deferred compensation
  • Restricted stock
  • Stock Options

In your initial consultation, we will address your unique challenges and risks (such as holding a high concentration of company stock or stock options) and incorporate them into your financial plan. Through our planning process, we develop customized strategies for investment management, estate planning, and tax mitigation.

Invement Management Texas Certified Financial Planner CFP Best Private Wealth Management

 

 

 

 


Contact us to set up your initial consultation meeting to better understand your

executive compensation benefits and develop a wealth management plan.