Corporate Executives and Professionals

Corporate executives are often too time constrained to pay adequate attention to their own personal finances. In the business world they often have to delegate tasks to other experts to help accomplish their goals. Why should they handle, arguably one of the most important aspects of their lives, their family's financial well being any differently. Especially since they can often have very unique compensation arrangements and complicated tax situations. 

Questions they may ask include:

  • Should I defer income? If so, how much and when?

  • I have a large portion of my wealth in my company's stock, how to I access it and protect my wealth from a significant down turn.

  • How should I best handle my stock options?

Foresight Financial Advisory can assist you with answering these questions and more. Contact us now to begin the conversation.​