Corporate Executives
Tailored AdviceFor Executives
Your compensation plan as a corporate executive represents both a wealth of opportunity and a web of complexity. With your focus on the business, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions regarding deferred compensation plans and restricted stock. We can also design a tax-efficient, stress-tested portfolio for you that is not overly weighted toward your own company’s securities – so you can focus on living your life and leading with confidence.
Discover the ways we can help
EXPLORE SERVICES
Strategies to help you minimize the risks and complexities of concentrated equity.
Milestones
*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
*Diversification does not guarantee a profit nor protect against loss.
** Selling a call option provides an upfront premium that increases current yield on the stock position. Investors receive immediate liquidity and are hedged to the extent of the premium received, but at a significant downside price risk, and forfeit upside appreciation above the call strike. Options involve unique risks, tax consequences and commission charges and are not suitable for all investors. When appropriate, options should comprise a modest portion of an investor's portfolio. Prior to making any options transactions, investors must receive a copy of the Options Disclosure Document which may be obtained from your financial advisor, from theocc.com/about/publications/character-risks.jsp or by contacting Raymond James at 880 Carillon Parkway, St. Petersburg, FL 33716. Supporting documentation for any claims (including any claims made on behalf of options programs or the options expertise of sales persons), comparison, recommendations, statistics, or other technical data, will be supplied upon request.
First 100 Days
As you settle into your role in the C-suite, we can help you:
- Optimize benefits and compensation
- Analyze vested assets and holding requirements for stock
- Smooth out and minimize taxes, working with your tax professional
Changing Jobs
When a new opportunity arises, we can help you:
- Assess how it will impact your financial plan
- Run hypothetical scenarios
- Factor in cost of living and retirement goals
Moving Into Retirement
As you prepare to retire, we can help you:
- Optimize deferred compensation
- Create a tax-efficient retirement income plan
- Deploy strategies to manage concentrated stock
Let Us Help Unify And
Simplify Your Complex Financial Life.
See how it all comes together
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