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Financial Planning for Equity Compensated Executives

Our Services

Tax & Financial Planning for Equity Compensated Executives

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Case Study

Here is an example of what you could expect when hiring us to create a financial plan.

Henry and Karen Hill are a typical corporate couple, with equity compensation, contemplating their retirement and realized that there are many moving parts to their personal finances.

  • Defined Goals
  • Current Financial Position
  • Current projected path @age 65 retirement
  • Proposed Projected path @ age 65 retirement
  • Identified issues
  • Recommendations to accomplish defined goals

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