With family and everything else that needs your undivided attention, it can be quite tricky to focus on your finances, especially if you’re a corporate executive or professional. With our executive financial planning services, we help professionals like yourself achieve their financial goals through portfolio management.
Even if you had time, be honest: Would you have the energy and expertise to create a diversified investment strategy for the current market, a potential tax reduction plan, or optimize your employee/executive benefits plan? Probably not. This may explain why you haven’t been able to pay a great deal of attention to the personal financial area of your life.
When to Consider Financial Planning for Executives
Here’s where that becomes even more difficult to ignore: If the next phase of your career is coming anytime soon, and may involve a company change, a business exit, or an IPO or liquidity event, you can’t ignore the importance of planning wisely.
The strategy for any kind of career transition is going to require more than saving monthly for retirement or your child’s college fund. It calls for such things as:
That’s where LRVS can take on a trusted advisor role with pleasure for you.
Designing a 10b5-1 With Care and Confidence for Your Financial Future
If you find yourself in the position of having a certain amount of insider knowledge about the company’s stock plans due to your role or are subject to long blackout periods, an executive trading plan or 10B5-1 couldn’t be more critical in order to dispose of your options.
In this event, there’s great peace of mind to be had in relying on someone who has the depth of experience in properly designing 10B5-1 plans around the company stock’s vesting schedule and your tax bracket. And with its proper execution, LRVS has helped its clientele remove emotion by having a defined strategy around liquidation and diversification of company equity while always trying to mitigate tax as the tax code allows.
Creating a 10B5-1 Plan Case Study
Executive Investment Planning: Professional Financial Services for Boston Executives
Finally, it’s no small aspect to say that LRVS operates as a fiduciary, which means we’re held to a higher standard as corporate professionals to work only in your best interests. That’s true for where you are in life today and every stage of your life to come.
When you know that, you know you’re being advised on investments in the most customized way to accumulate wealth and protect your assets for the long term. Your interests come first before ours ever do. Period.
Check out our case studies to view how LRVS has partnered with executives and professionals to enhance their investment strategies. For a no-obligation, confidential consultation on executive financial planning, contact your Family CFO and connect with one of our financial professionals at LRVS today.
