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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.