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Wealth Management for Corporate Executives

Two sides of the coin. Employers depend on a wealth management team to stay focused on company goals. At the same time, executives must ensure their own personal financial security.

It’s Not Easy to Capture a Busy Executive’s Attention

Wealth Management for Corporate ExecutivesWe understand career demands leave you little time for managing finances. At Total Wealth Planning, we help you navigate intricate compensation packages and personal financial issues, specific to senior corporate executives. We will put an integrated financial plan in place, designed to help meet your needs today and into the future.

If you are fortunate enough to be an executive with equity compensation, you may have many opportunities available. The programs, however, quickly begin to look like alphabet soup. The most common programs are grants of Non-Qualified Stock Options (NQSOs) and Restricted Stock Units (RSUs). Other forms include Incentive Stock Options (ISOs), Restricted Stock Shares (RSSs), Stock Appreciation Rights (SARs) and Performance Stock Units (PSUs). Learn more.

Brett Wilder Quote "If managed intelligently, the benefits from key employee compensation can be highly rewarding, but there are also financial pitfalls that might be very costly.”

-ROB LEMMONS, CFP®, CPA: PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING

Brett Wilder Quote

Getting Down to Business

Whether you’re 20 years from retirement and currently employed, or now facing tough retirement decisions, Total Wealth Planning experts can help you with tax efficiencies. Corporate executives face unique challenges:
  • Your earnings are closely tied to your company’s success
  • Separating your personal future from your employer’s
An important first step is finding the right advisor, who has the credentials and extensive experience working with executives. At Total Wealth Planning, we follow a disciplined method for the executive that improves personal financial security and increases wealth - while avoiding costly financial mistakes. We work to understand your organization’s benefits and compensation programs. Working together, we help you make choices that improve your financial life.

The most common forms of executive compensation are stock options, nonqualified deferred compensation, golden parachutes, executive bonus plans and fringe benefits. At Total Wealth Planning, we ensure employers can use executive compensation as a strategic tool. Similarly, although financial planning may be the last item on a busy executive’s list, it can be first on ours.
 
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INVESTMENT
MANAGEMENT

Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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RETIREMENT AND
TAX PLANNING

Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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HOLISTIC/COMPREHENSIVE
PLANNING

We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
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Less Cash in Your Portfolio Yields More Money in Your Pocket
Tuesday, December 3, 2019


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