Executive Financial Planning - C-Suite Planning™ - Executive & Entrepreneur Specialized Planning Firm

How The Wealthy Use Life Insurance To Create Tax Free Income

In a world filled with so much uncertainty we tend to hold on to everything we feel, or believe, is certain. These points of certainty are what allow us to maintain faith in the world around us and ground us...

May 27, 2022

Five Massive Mistakes Related To Exiting A Business

Executive Financial Planning Exit Planning

Five Massive Mistakes Related To Exiting A Business

Exiting a business does not have to be difficult. In fact, exiting a business can be pretty straightforward if you understand the elements that are required to prepare, market, and exit a business correctly. Unfortunately, we get lulled into a...

May 20, 2022

Divorce Financial Planning Executive Financial Planning Special Needs Financial Planning

Can Term Life Insurance Save A Life?

Planning for the future can be a fun activity. Hopes and dreams can be explored. Goals and aspirations can be mapped out. The impossibility can become possible when we put our minds to making our dreams a reality. That is...

April 29, 2022

Executive Financial Planning Exit Planning

How To Fund A Buy Sell Agreement

In a perfect world everything goes smoothly. You start with an idea, you spend time building a revolutionary product, your product solves widespread problems, but then you hit a wall. At first the wall seems more like a bump, but...

April 22, 2022

Executive Financial Planning

Budget in Disarray, Child on the Way!

There are so many life events that trigger emotion that correspond with action. Graduation from college, a beautiful wedding day, purchasing your first home, but none like the day you find out you are due to have your first child!...

April 15, 2022

Invincible To Exposed The Reason For Disability Insurance

Executive Financial Planning

Invincible To Exposed The Reason For Disability Insurance

Often times when I am talking with experienced entrepreneurs and executives I get a sense that they live as if they were Invincible. Not invincible in the hubris sense, but more they enjoy the greater thrills of life. They’ve reached...

April 8, 2022

Is Long Term Care Insurance Right For You?

Executive Financial Planning

Is Long Term Care Insurance Right For You?

How many of you have actually thought about your final years? If you are like most people, then you probably haven’t. It’s understandable; you are juggling so many things that your focus is probably on getting from one day to...

April 1, 2022

Comparison: Divorce Financial Planning vs Traditional Financial Planning

Divorce Financial Planning Executive Financial Planning

Comparison: Divorce Financial Planning vs Traditional Financial Planning

It’s over. The process is complete. You are now divorced. What do you do next? Outside of the potential celebration, it is time to get to work. You have to make up for lost time and recoup lost money. To...

March 25, 2022

Executive Financial Planning

Part 2: The Secrets of Restricted Stock

In part 1 of our two part series we explored, at a high level, the differences between the stock option plans, incentive stock options, and non-qualified stock options. We discussed some of the reasons why companies issue them and the...

March 18, 2022

Executive Financial Planning

Part 1: The Secrets of Stock

Climbing the corporate ladder can be a rewarding, challenging, and amazing feeling. While there will certainly be a few extra headaches from the additional responsibilities, there are also a few extra compensation benefits. Whether you are a part of a...

February 25, 2022