COMPANY EXECUTIVES

Company Executives - CapWealth Financial Advisors in Franklin, TN

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

Financial Goals - CapWealth Financial Advisors in Franklin, TN

Set short-term and long-term financial goals.

Relationships - CapWealth Financial Advisors in Franklin, TN

Relationships with her banker, accountant, insurance agent, and attorney. 

Strategic Tax Planning - CapWealth Financial Advisors in Franklin, TN

Strategic tax planning around employer options.

Planned Purchase - CapWealth Financial Advisors in Franklin, TN

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.