The more complex your financial life, the more we can help
Executive compensation is complicated, and the decisions made about when and how you are compensated can have a tremendous impact on both your short- and long-term financial position.
Corporate executives and retirees comprise the majority of our client base. We thrive in this work and executives are drawn to our specialized experience in this area. All members of our team, from investment advisors to tax consultants and support staff, are extremely knowledgeable about the complex financial considerations tailored to high level corporate positions.
We can help you work through many issues, including questions like these:
- When should you exercise stock options?
- What are the tax implications for options, restricted stock, and performance shares?
- When does deferring compensation make sense?
- What are your best options for funding college tuition or other major expenses?
- What is the true value of your pension?
- Are your financial assets too concentrated in your company’s stock?
- Do you need additional coverage beyond your employee life insurance policy?
- How does your new job offer compare to your existing compensation package?
- Is early retirement a good option?
Because there are so many moving pieces in an executive pay package, you will find great value in our ability to organize and simplify your decisions and track all relevant details and deadlines on your behalf. We look forward to learning about your situation.