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Financial Planning for Executives

Executive compensation requires extensive time and effort to integrate into a financial plan. Our executive clients rely on us to show a clear top-level view of their entire company benefits package and how each component affects the long-term financial picture.

  • Helping you understand your stock options, restricted stock awards, deferred compensation, defined benefit plans, and other compensation packages
  • Analyzing the tax impact of factors such as vesting schedules, option exercise, and payout timing
  • Incorporating tools like Health Savings Accounts to strategically plan for health care costs in retirement.

Reach out to us today to learn more about how we can work with you to integrate your company benefits package into your long-term financial plan.

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