A number of those we serve are Senior Executives at Fortune 500 corporations, both active and retired. We tend to begin our work with these individuals during their working years. Many lead national and international corporations, but in addition they also have diverse business and property interests, give back to their communities through charitable pursuits, and have large multi-generational families.
With our experience and knowledge of large and mid-sized corporations, we are able to assist senior executives in proactively planning for the vast array of traditional compensation, incentive based benefits and tax implications they face. In fact, often we work with multiple C-Suite executives at the same company through the extensive referrals we proudly receive from those who have already engaged our services.
From stock option planning to incentive based compensation, we can help remove the unknowns in the financial lives of professionals at the top of their fields. Our clients understandably do not have the time or knowledge to fully uncover the vast array of financial strategies often at their disposal. By working in collaboration with these executives during their working years, we are often retained to continue our support when they retire, or move onto other professional or charitable endeavors.
If you would like to learn more about our comprehensive suite of support for Senior Executives please contact us today at 856.488.2806 or by email at Nick.Meyers@WealthPilotFinancial.com to arrange a complimentary consultation. We welcome your call, and are confident you will find your time well spent.