||We recognize that time is often your most precious resource and that, as a successful executive, your finances and executive benefit package are complex. As your
"personal CFO", we work hard to accommodate your needs via face-to-face meetings or on the go, anywhere in the world where you connect to the internet. And as a member of your personal financial team, we collaborate with your attorney, accountant, banker or
other advisor either remotely or in person.
Our role is to help you better understand and utilize your assets and options to achieve your overall wealth management goals. By gaining a full understanding of how your company's total rewards program can be used to your benefit, we are able to provide and
prioritize appropriate recommendations that may have a significant impact on your long term financial health.
Over the long term, we work with you to address unanticipated opportunities and challenges. Throughout your continually evolving financial situation, we provide objective advice and a focus on implementing sound recommendations.
To meet your unique needs and complex financial circumstances, our services include:
•Retirement and cash flow planning
•Compensation and benefits analysis
•Stock option planning and company stock diversification
•Investment planning and asset allocation
•Income tax planning
•Risk analysis and insurance planning
•Education funding analysis
•Wealth transfer planning
Contact us for a thorough review of all of your options to achieve financial independence.