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Executives Investing for Retirement

Are You Looking For More Than A Cookie-Cutter, One-Size-Fits-All Financial Planning Approach?
 
You may be planning on a retirement with sufficient income to maintain your standard of living for the rest of your life.
 
Also, you would like to provide a legacy for your children and grandchildren.
 
In addition, you are seeking a way to manage risk in your portfolio so that you can retire when you want to.
 
Who Are You?
 
You may be like Marc, an executive at a local consumer products company, in your late 50s with a wife and 2 children. Your yearly income is $350,000 or more. You have retirement assets of over $ 2,000,000 in addition to $500,000 or more in cash and bonds. Perhaps you have real estate investments in addition to your family home.

With the recent downturn your investment and company’ stock option accounts declined significantly, and since 1999 your investments have been treading water. You are concerned about saving enough for retirement, which will begin in about 1-3 years or when you are offered a buyout.

How Can WealthGuard, LLC Help?

The corporate executives we work with most often need to:

  • Craft and manage their portfolio using a strategic allocation strategy and hybrid investment strategy that is designed to adapt to new opportunities and preserve their wealth,
  • Determine if they should purchase life or other insurance to provide their spouse with sufficient retirement resources in the event of their premature death,
  • Engage an estate planning attorney to develop their estate plan. Ensure that the estate plan is consistent with their retirement plan, and ensure all  beneficiary designations are up to date,
  • Review  company benefits during and after retirement, including: stock options, pension, health plan, company stock and options;
  • Create a Personal Financial Organizer to gather all financial information in one place,
  • Meet with a long-term care and disability specialist to determine an optimal solution to protect retirement assets from long-term care expenses or philanthropy specialist to determine the right gifting strategy for you. And More…

What is Next?

Discover custom financial planning from a Certified Financial Planner™ and become more at ease with your future. Please call us at (203)222-0404 or contact us here for a WealthScan Review™.

 

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