Corporate Executives

You have attained success that few others can claim, and with this success you have specific needs such as effective planning for:

• Stock options
  
• Restricted stock
  
• Bonus money
  
• Collar programs – concentrated wealth positions (too much in company stock, how can you manage it)
  
• Supplemental disability income programs and insurance.
  
• 401k allocation planning
  

You also receive the following:

• An assessment of what you can expect for your retirement income, matching up your must have expenses and your discretionary expenses to guaranteed sources of income and variable sources of income.
  
• Asset allocation review and management of your current IRA, Roth IRA and company retirement plan accounts with an emphasis toward drawing income from the accounts.
  
• Estimation of secure retirement income sources like social security, pensions and annuities.
  
• Projection of funds to supplement your secure retirement income plans for your discretionary expenses.
  
• Compete analysis on setting beneficiaries for each account, what could be owned in a trust, what could have direct beneficiaries, what are the tax implications of all the strategies.
  
• Insurance analysis.
  
• Assessment of other goals like saving for children’s or grandchildren’s education.
  

Using our experience since 1992 in working with legal professionals may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.

Find the straightest path toward your goals with strategies custom-made for executives.