Successful Wealth Management Through
Personalized Financial & Retirement Planning

CONNECT

Address:

55 Greens Farms Road
Westport, CT 06880

Phone:

203.221.0202

Fax/Other:

203.221.0234

CORPORATE EXECUTIVE PLANNING


As a corporate executive, employee benefits are a key component of your overall compensation package from your employer. It is absolutely critical that you thoroughly understand your employee benefits package under planning scenarios of continued employment, of voluntary or mandatory departure, and from the context of prospective employment. In concert with our team of specialists, we can advise the career executive on how to best manage his corporate benefits within the framework of a total financial plan:

  • Thoroughly understanding your employee benefits
  • Retirement income and estate planning
  • Pension distributions & IRA rollovers
  • 401K & Thrift plans
  • Exercising incentive options
  • Group medical & personal disability income coverage
  • Non-qualified deferred compensation plans
  • Group life insurance benefits
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck