HELPING EXECUTIVES manage their success

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.

Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances. 

We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies designed to protect your family and your legacy. Our experience extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

SERVICES INCLUDE

  • Maximizing employer retirement programs—including 401(k)s, after-tax plans, deferred comp, and ESPP
  • Stock Option and RSU Strategies
  • Maximizing employee benefits – including life insurance, disability insurance, and legal services
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Tax Planning
  • Estate Planning
  • Charitable Giving
  • Risk Management


IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Goal Planning & Monitoring results may vary with each use and over time.

The images [and/or screenshots] are reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.