Financial Planning decisions have never been more complex, especially for individuals who have accumulated substantial wealth. A comprehensive plan that balances your personal and financial goals is a vital step for preserving your capital and creating a path to help acheive your family's financial goals.
The Executive Planning Group's experience in helping medical & dental practices and business owners design competitive compensation packages gives us valuable insight into your options. Many executives have more options than a traditional 401(k) plan. Your compensation package may include qualified or non-qualified stock options, a bonus plan, a profit sharing plan, a deferred compensation plan, split dollar benefits, or other non-ERISA compensation.
Working in coordination with your accountant and attorney, the Executive Planning Group can provide a high-level customized service and help you anticipate potential tax, wealth preservation, and estate planning challenges.