Executive Compensation Strategy

Our advisors develop a deep understanding of your company compensation plans, stock option and restricted stock plans, and qualified/non-qualified benefits plans.  We then integrate these key components with your comprehensive financial strategy.

Executive Compensation Strategy 
Your company compensation, stock, and benefits plans are often your largest assets, and are your key to achieving financial independence.   Our experienced team of advisors will show you how to fully capture the financial and investment elements of these rewards in order to maximize your wealth while minimizing income taxes.

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Sitting in the office of a 50-year-old successful executive, the conversation begins something like this: “I’ll never be able to afford to retire. After all, just the cash portion of my compensation is $250,000 annually.

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Beyond the Stock Option

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