Executive/Business Owners

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.