Executive Wealth Planning for Corporate Leaders
Maximize the value of your executive benefits with the financial opportunities you have created.
Wealth planning for executives and entrepreneurs can be unavoidably complex. From negotiating employment agreements and understanding your compensation options to formulating smart tax strategies and coordinating all your financial resources, both short and long-term financial success require professional guidance and strategic planning.
The good news?
You are already in a position to earn and amass great wealth.
Finding a team of professionals who understand and can coordinate the intricacies of your financial picture to build and secure generational wealth.
Building wealth doesn't happen by accident. It takes customized planning that encompass all of your goals, resources, and Employee Stock Ownership Plan (ESOP) assets you may have, including:
- Restricted Stock Units (RSUs)
- Incentive Stock Options (ISOs)
- Non-Qualified Stock Options (NQSOs)
- an Employee Stock Purchase Plan (ESPP)
- a Regular 401(k) or Roth 401(k)
- Pension Plan Distributions
- Other qualified retirement plan options
All of these items have unique income, tax, and investment considerations that require experts to coordinate and manage—experts who can answer questions like:
How do these compensation options translate into income today and in the future?
When do I exercise my options and which should I allow to accumulate?
How do I assess my total compensation package?
How will each source of income affect my taxes?
Can we make a plan to withhold taxes appropriately as my executive awards vest?
Answering wealth planning questions like these is what the advisors at Halpern Financial do each day. We help executives like you understand the details of your executive benefits package and guide you on how to manage it.
Of course, each executive's plan is unique, which is why we review you and your family’s entire financial picture before presenting detailed strategies that will help you make the most of the resources at hand.
Personalized Guidance from a Collective of Experts
When creating your financial plan, our team provides the personalized advice you need regarding:
- Executive compensation and benefits
- Risk management
- Tax Efficient Investing
- Asset protection
- Legacy and estate planning
- Institutional investment management
- Retirement planning
- Cash flow management
- Financial guidance through major life events
- Strength and stress testing of your plan and portfolio
Creating and fine tuning your personal plan is just the beginning. Our team continues to proactively stress and strength test the current and long-term plans to identify and inform you when changes to the current plan are necessary; and, of course, when you have changes, we are ready to test the plan before any final decision are made.
Our private wealth management solutions are tailored to meet your individual needs, integrating all accounts and resources for the highest probability of success on your terms. Because we work as a collaborative team, you will always have access to an expert on the financial planning guidance you need, and you can trust they work to ensure your success year-round.
We know your financial landscape may look complicated on the surface, but with over 150 years of combined professional experience, our experts have the knowledge and insight to guide you in the right direction.
Together we will work to turn the success of your career into financial security spanning generations.
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