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

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.