Corporate executives are so often consumed with the demands of their job, and it leaves them little time to focus on the executive’s own personal financial plan.
NorStar Financial understands the specialized needs of high net worth corporate executives and professionals. We know many corporate executives have unique compensation arrangements that require robust analysis and detailed explanation.
NorStar Financial helps corporate executives balance their personal time constraints with their desire to ensure their own personal finances and important matters are well-taken care of and appropriately managed.
Complete Financial Planning for Corporate Executives and Company Retirees
– Strategies for protecting company stock & sell restrictions
– Experts in stock option strategies: option execution planning
– Evaluation of hedging and collaring transactions
– Detailed diversification strategies and timelines
– Hypothetical collateral recommendations and tax implications – Extended timelines for post-retirement cash flow management
-Guidance on maximizing company benefit plans before and after retirement
–And many more…