Executive Career Change

Black business woman

When a new career beckons, turn to us. 

At any level, career changes bring with them a host of concerns. The stakes get even higher when you hold an executive position. If you’re in the process of a career transition or are considering one, you have some important decisions to make. What should you do with any existing 401(k) and pension plans? How can you continue the tax deferral of these funds and avoid taxes and other penalties? How will a job change affect your employee stock options? Will your new career provide the compensation you need to meet your future financial goals? When questions like these loom large, turn to the financial experts at FAI. We’ll be there with sound, savvy guidance so you can confidently embrace your new profession.

Leave the details to us. As a business leader, you don’t have time to get bogged down with minutiae. You have aggressive goals to meet and high-level responsibilities to tend to, especially in the face of a career transition. That’s why it’s essential to have an accomplished team in place for delegation—and that includes your financial life. When you need to develop and execute a plan to meet your personal investing goals and manage your financial details, you can rely on FAI’s seasoned professionals. We deliver holistic, thoughtfully-curated financial advice that responds to your complex needs and provides security for the future.

At FAI, our only goal is to help you accomplish yours. When a career change is on the horizon, we'll help you make the most of it.

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