EXECUTIVE PLANNING

Are you making the best use of your benefits package (options, awards, etc.)?

Where do you begin?

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EXECUTIVE BENEFITS
  • When and how should I exercise my options and awards?

  • Are there benefits I should be utilizing that I am not?

  • Can someone produce a cash flow model of my benefits and keep it current?

“It’s a great package. I just don’t understand it all or have time to review it.”

TAX REDUCTION STRATEGIES
  • Should I be contributing to a traditional or Roth 401(k)?

  • How much of my income should I contribute to deferred compensation, and what payout options make the most sense?

  • How else can I reduce my taxes now and in the future?

RETIREMENT ACCUMULATION & DISTRIBUTION
  • How do I create sustainable income in retirement?

  • Can I continue my lifestyle in retirement?

  • Why does sequence of returns matter?

  • What are the major risks that will affect my retirement?

INVESTMENT PLANNING
  • Am I on the right track?

  • Am I getting strong returns for the level of risk I’m taking in my portfolio?

  • What is my probability of success relative to my goals?

  • How do I protect against downside risk?

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ESTATE PLANNING & ASSET PROTECTION
  • Are we OK?

  • Is my family OK?

  • Is my community OK?

  • Will my assets flow properly to my loved ones?

  • How do I quantify my family’s exposure if assets are left unprotected?

INSURANCE AUDIT
  • Are my earning power and family properly protected?

  • Do I have the right coverage, in the right amounts, and structured properly?

  • Am I overpaying for my insurance?

  • How much can I really afford to self-insure?

  • Is insurance a “set it and forget it” asset class?

How can we help you? We’d love to hear your thoughts.

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