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

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

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

Which Special Needs Trust Is Right For You?

Special Needs Financial Planning

Which Special Needs Trust Is Right For You?

If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that can go right, and plenty that can go wrong. For everything that can...

March 4, 2022

What’s The Right Question Your Planner Should Ask You?

Executive Financial Planning

What’s The Right Question Your Planner Should Ask You?

Too often I have spoken with investors who want to understand how their portfolios are allocated, how they are performing, if they should make any adjustments, and how they are doing amongst their peers. Now while each of these points...

February 4, 2022

To Pay or Not to Pay For a Financial Plan?

Executive Financial Planning Special Needs Financial Planning

To Pay or Not to Pay For a Financial Plan?

I used to work for a couple of the “big box” investment firms, where one was touted for their investment research and trading capabilities while the other for their dedication to being everything to everyone in their niche market. At...

January 14, 2022