Daily demands can leave little time to spend on optimizing the many financial options and rewards that come with leadership. Clients engage us as a trusted partner to help proactively manage and simplify the many aspects of their financial lives. Services may include:
- Help prioritize, quantify, and plan for multiple short and long-term financial goals.
- Understand what is needed to ensure retirement security down the road.
- Consolidate accounts and manage / monitor the investment plan.
- Understand tax implications and recommend strategies to help maximize after-tax cash flow and leverage tax-advantaged asset growth.
- Understand and maximize employer provided benefit plans, such as qualified retirement plans, stock options, restricted stock, and other deferred compensation plans.
- Provide clarity on education funding for children / grandchildren.