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
- Plan for uneven cash flow from bonuses and/or commissions
- 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
