Executive Financial Planning
Senior executives of Fortune 500 companies face the challenge every day of balancing their work commitments and their personal responsibilities. This pressure can negatively affect their creativity, motivation, and productivity on the job. Fortunately, corporations can help relieve this overwhelming stress on their senior staff and restore their energy to full capacity by offering our Executive Financial Planning services as a special employment benefit.
Through our Executive Financial Planning services, we provide senior executives with personal financial planning. As we develop, implement, and monitor their financial plans, we free the executives to concentrate fully on their jobs. Both employer and employee benefit substantially.
Our Executive Financial Planning process is designed to provide senior executives with various services, which can typically include:
- A personal financial plan designed to meet their current and future goals and objectives, including complete retirement planning.
- Preparation of income tax projections, including a review of withholding, estimated payments, and cash-flow.
- A review of future education costs and funding opportunities for families with children who are still being educated.
- Executive compensation package optimization, including recommendations regarding stock options, qualified and non-qualified savings plans, restricted stock, deferred compensation, etc.
- Estate planning, including strategies for gifts, tax reduction, and the use of trusts.
For more information on our Executive Financial Planning services,
call Radnor Financial Advisors today at 610-975-0280.