As a successful executive, you will have distinctive financial management and planning issues due to your position. At Echler Solomon Feng, we can help you put wealth planning strategies into place which will take full advantage of your benefits.
A Cohesive Approach to Executive Planning
Our services aim to help you to manage cash flow, plan when to execute stock options, reduce taxes to a minimum, strategize for the time after your working life, shape your investment portfolio, and hand down a legacy.
Echler Solomon Feng can help you to put the right plan for you in place so you can enjoy your retirement years in tax efficient comfort.
Concentrated Stock and Options Strategies
Many people who have been with the same employer for a long time — including executives — often build up a concentrated stock holding in one company (usually their employer). This singular holding can often lead to issues for the stock owner because of a lack of diversification, tax issues and difficulties freeing up cash. We can assist you to reduce that risk, generate liquidity, and postpone taxes with your holdings.
Bring your investment strategy into line with your present and future goals, with professional asset allocation assistance.
There is no guarantee that any investment, financial, or estate planning approach will be successful.