Professionals

Financial Strategies for Executives and Professionals

Executives and professionals have varying degrees of risk depending on their occupation, compensation and benefits, personal balance sheet, and career stage. Many of these clients reside in high tax brackets, now or later, due to material deferred compensation or large retirement account balances.

 Typical concerns are tax liability, asset protection and insurance, estate planning, and charitable giving. Taxes and flexibility take center stage for the investment portfolio and, along with estate planning, are the common source of plan value. Careful coordination with other advisors is important.