Workplace Solutions for Executives
Workplace Solutions for Executives
As an executive, having a secure plan in place is paramount. At Focus Partners Wealth, we are equipped to help executives navigate the complexities that come along with their role.
Our Approach
Whether you are an executive or a professional looking to enhance your company’s sponsored planning offerings, we are here to help provide a comprehensive plan unique to each executive while maximizing the company’s benefits. We plan around concentrated positions that could put your financial plan at risk, advise you when and how to exercise your stock options and design a strategic post-liquidity plan including trading plans that consider lock-up periods and other restrictions.
When issues arise, you will be prepared.
Executives face a distinct set of challenges that require a team with the experience and resources in advising them on often complex financial matters. We prepare you to understand the upside and downside of each decision you make – from compensation and benefits to equity incentive and financial plans to tax issues that may arise with unpredictable income.
Our suite of services include:
Benefits Planning
Education and integration of benefit plans and compensation, including 401k contribution considerations, employee stock plans and financial planning.
Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
Investment and Cash Management
We seek to maximize the assets you’ve worked so hard to attain with data driven investing strategies.
Retirement Planning
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
Estate and Trust
Safeguard your financial resources to help support the legacy and impact you wish to have on future generations.
Education Planning
Protecting your family and your wealth while striving to ensure your assets can support long term well–being.
Insurance Planning
Protecting your family and your wealth while ensuring your assets can support long term well-being.