Prudent guidance for corporate executives

Savvy executives see the value in having a well-designed financial plan not only for addressing short-term needs today, but looking long term to their retirement and legacy.

There comes a time in every successful executive’s career when he or she has an eye on retirement. Questions begin arising: How do I manage the benefits I have accrued in the wisest and most tax-efficient manner? Planning can be key, even years before the actual retirement date.

Many of our team’s clients have spent their careers in the corporate world and, because of it, need to address a number of complex financial matters, such as managing stock options and concentrated equities. However, because of the time-consuming demands of their jobs and the complex nature of their personal financial circumstances, planning on their own can be challenging.

We help executives with many different executive transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans, and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms, and retirement programs.

At Even Keel Wealth Advisors, we have an in-depth understanding of company benefits programs and retirement plans – and the strategies that can help derive a tax-efficient benefit from these well-earned perks.

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Services Include

  • Portfolio management
  • Asset allocation
  • Retirement income planning
  • Cash flow analysis
  • Risk management
  • Tax strategies
  • Insurance planning
  • Succession planning
  • Legacy planning
  • Generational wealth transfer
  • Charitable giving strategies
  • Account aggregation