FAI-Executive Benefits

Protect, preserve, and grow your income.

To attract, retain, and reward executives, many companies provide unique benefits that aren’t available to other employees. It’s important to have a thorough understanding of these executive benefits but they often entail complexities that make it challenging to navigate the rules of each plan. These plans frequently have complicated guidelines and tax implications, too, so it’s imperative to work with an experienced advisor to develop and implement the best financial strategies and solutions for your specific situation. From reviewing stock options to addressing deferred compensation programs, FAI’s seasoned advisors will provide clarity, insight and guidance for your executive benefits package.

You’re in the driver’s seat.

When you choose FAI, our first step is to gain an understanding of what’s most important to you, what drives you, and what you want from your life outside of the office. Then, we’ll work with you to define short-and long term goals that will serve as the roadmap for your customized wealth management plan as it relates to your executive benefits. Together, we’ll implement each step of the plan and execute strategies that will maximize your executive benefits. Whatever you want to accomplish, we’ll help you get there.

Recent News

Recent News

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...