Broker Check

Corporate Executive

You’ve achieved a level of success and income in your career.  Some “spend” all of that success now, but being well compensated allows you the opportunity to set aside more resources to address your important financial goals – for now and later. Protecting your financial position, as well as keeping an eye on your probabilities of continued success and the potential risks to that success, may help you maintain and protect the lifestyle you’re accustomed to. 

If you’re a company or corporate executive, we’ll work with you to: 

  1. Start or review a comprehensive investment and retirement PLAN – looking at multiple scenarios and possible outcomes will help you confirm or adjust decisions as to expectations, risks, continued growth and continued income. Planning for a dependable and growing income stream in the future is beneficial. All planning should fully coordinate with your current investments, your current compensation package including deferred compensation, future social security, pensions, business income, real estate income, disability, inheritances and any other sources of benefits and retirement income. 
  1. Review and coordinate your investment STRATEGY – all investment assets, across all account vehicles, should be coordinated as to objective, asset allocation, suitable level of risk, tax treatment and growth strategies. While you are highly compensated, every dollar you don’t need to spend now can be working for you and your future financial security. Stock option and deferred compensation strategies should be periodically reviewed as well.  Maybe there’s room for improvement! 
  1. MANAGE the tools to maximize wealth and reduce risk – again, while you are highly compensated there are multiple ways to build capital and protect growing wealth at your disposal. Understanding the benefits and sometimes complicated consequences – in taxes, insurance, risk, performance, etc. – is important when making decisions that may affect you long term.


 “Money is a guarantee that we may have what we want in the future.  Though we need nothing at the moment it insures the possibility of satisfying a new desire when it arises.” - Aristotle

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