Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Corporate Executive or Director

You are an intelligent, hard-working, successful professional. The demands of your career are intense, and your family is no different. You wouldn't change any of this for the world – except for hours in a day. If you had the time, you could likely figure out many of the financial issues that face you and your family. You're ready to entertain off-loading the work required to be a responsible professional and family member.

Your concerns entail some or all the following:

Proper asset allocation as it pertains to your:

  • Retirement, Brokerage Accounts, and Education Savings
  • Real Estate: Primary Residence and Investment Properties
  • Stock Options
    • ISOs
    • NSOs
    • RSUs
    • ESPP/ESOP

Mitigating Tax Liability

  • Balancing tax savings now with income tax planning for later
  • Deduction considerations
  • Estate & Probate Tax considerations

Estate Planning

  • Trust considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Gifting Strategies

Risk Management

  • Maximizing your company benefits
  • Needed additional coverage for untimely death, disability, long term care
  • Wealth transfer

 

                   

"The Stock Market is designed to transfer money from the Active to the Patient."
- Warren Buffett

Our Process

Financial Strategy

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professionals. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC | Legal Disclosures | Privacy Policy | Terms of Use

Broker Check