Financial Planner

deferred compensation

Non-Qualified Deferred Compensation Plans: Benefits, Risks, and Advanced Planning Strategies for Executives

Executive Financial Planning

For many executives, maximizing retirement savings involves more than simply contributing to a 401(k). While qualified retirement plans remain an important foundation, contribution limits and inflexibility often prevent highly compensated employees from sheltering enough income to fund their retirement. This is where non-qualified deferred compensation (NQDC) plans play an increasingly valuable role. NQDC plans have…

diversify concentrated stock position

How Financial Planning Helps You Diversify a Concentrated Stock Position

Investment, Financial Planning, Executive Financial Planning

Stock based compensation has become increasingly popular because of the advantages to both the companies and the employees.  However, many highly compensated individuals find themselves in a situation where they are wealthy on paper – yet unable to protect that wealth.  Investors who have spent their lives building their careers at a single company may…