Executives

Effective planning for executives must address not only the basic elements applicable to all individuals but also the key distinctions below.

Corporate executives:

• Are leaders who establish and hold themselves to high goals
• Are well paid
• Operate under formal employment contracts or arrangements
• Often have their compensation tied in large part to performance goals
• Have meaningful equity interests in their employers
• Should have a plan for the exercise of any stock options
• Commonly have their financial fortunes disproportionately tied to those of their employer
• Often participate in complex benefit plans
• Can be exposed to unique risks (legal and otherwise) related to their position

Have questions about your current planning? Call us at (513) 745-7002 or click here to schedule a meeting.