While an executive frequently has the financial resources to plan a secure future, they often lack the time to make sure they are making full use of their corporate benefits and protecting themselves from large tax liabilities and other risks.
Hightower Wealth Advisors | St. Louis collaborates with executives to customize solutions for situations like these:
How do I navigate my corporate compensation plans?
Can I minimize the tax impact from my executive benefits?
I don’t have enough time to coordinate my complex benefits. Can you help?
Most of my wealth is tied up in my company stock. How do I help protect myself?
I’m getting ready to retire. When should I consider adjusting my savings and distribution plans?
Coordinating the maximization of company benefits and implementing successful income and spending strategies that support healthy retirements.
Executive Stock Compensation Planning
Lending Solutions, including Real Estate Financing
Distribution Election and Cash Flow Planning
Developing and executing a portfolio strategy that addresses the investment needs of time-strapped executives and measures risk of owning too much company stock.
Personalized Investment Strategies
Management of Single Stock Concentration
Corporate Retirement Plan Coordination
Comprehensive Allocation Coordination