COMPANY EXECUTIVES
You’re constantly making decisions for your company and recognize the importance of maximizing your benefits. CapWealth helps clients with complex plans create a clear financial picture.
OUR CLIENT’S STORY
WE LISTEN
A successful company executive came to us with complicated employer options and needed help sorting through different accounts for maximum benefits. She knew the importance of having a full-time trusted advisor.
She began asking big picture questions – What about restricted stocks? How do I prepare for a comfortable retirement? How do I address my taxes?
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Set short-term and long-term financial goals.
Relationships with her banker, accountant, insurance agent, and attorney.
Strategic tax planning around employer options.
Planned for larger purchases, like a second home.
WE SOLVE
Working together, we created a plan that fit her family’s needs and their life goals. Helping her develop a plan that she could actually stick to is important to us.
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