High Net Worth Executives & Professionals
Preserve your lifestyle. Leave a legacy for your loved ones.
Executives Investing for Retirement
Are You Looking For More Than A Cookie-Cutter, One-Size-Fits-All Financial Planning Approach?
As an executive or professional in your field, you have unique circumstances when it comes to planning for your financial future. Whether you are planning on a retirement with sufficient income to maintain your standard of living, seeking a way to manage risk in your portfolio so that you can retire when you want to, or you would like to provide a legacy for your children and grandchildren, we can help you create a custom financial plan that is as unique as you are.
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. You may be 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 help 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…
Senior and C-Suite Corporate Executives
Professionals or Business Owners Planning for Retirement
Are You Looking For More Than A Cookie-Cutter, One-Size-Fits-All Financial Planning Approach?
As an executive or professional in your field, you have unique circumstances when it comes to planning for your financial future. Whether you are planning on a retirement with sufficient income to maintain your standard of living, seeking a way to manage risk in your portfolio so that you can retire when you want to, or you would like to provide a legacy for your children and grandchildren, we can help you create a custom financial plan that is as unique as you are.
Who Are You
You may be like David, a business owner, or you may be a partner in a law firm in your 60s with a wife and grown children. Your yearly income is $250,000 or more. You have retirement assets of over $750,000 in addition to $500,000 or more in cash, bonds and mutual funds. Perhaps you have real estate investments in addition to your family home.
Due to recent market action, political and economic events or the Fed, you are concerned about the effects of a cyclical downturn on your lifestyle goals. You are concerned about saving enough for retirement, which will begin in about 5 years.
How Can WealthGuard, LLC Help?
The business owners and professionals we work with most often need to:
- Craft their portfolios using Nobel prize winning asset allocation strategies that are designed to adapt to economic realities and work towards the goal of preserving and growing their wealth,
- Determine if the level of their life insurance is sufficient to provide their loved ones with replacement income in the event they are no longer around to run the business,
- Determine what other gaps in personal and commercial risk management exist,
- Design an exit strategy on their own terms,
- Work with your attorney to determine what asset protection strategies are available,
- Engage an estate planning attorney to develop their tax & expense-minimizing estate plan. Ensure that the estate plan is consistent with their retirement and other financial plans and that their hard-earned wealth is transferred to their heirs in a way they want.
- Stress-test their investment portfolios for unforeseen risks,
- Meet with a long-term care, health and disability specialist to determine an optimal solution to protect retirement assets from unexpected, yet ever rising expenses.
- We then prioritize their needs, analyze the options for cost and effectiveness, and implement the agreed upon solutions as a team.
Discover custom financial planning and implementation from a Certified Financial Planner™
Become more at ease with your future. Call us at (203)222-0404 or contact us for a complimentary
WealthScan Review™.