Executives and Professionals

A Holistic Approach to Financial Planning for Executives that Concentrates First on the Source of Your Wealth

For most decision makers, time is your most valued asset. While you are making the company successful, you can look to Savant to help you optimize your financial decision-making. Your personal goals and individual situation will determine the current issues that need to be addressed and how to approach decision-making well into the future.

We understand the financial complexities that can make professionals cautious. Executive compensation packages, business ownership, and business partnerships often complicate traditional financial planning strategies.

Our deep bench of specialists, which includes financial advisors, attorneys, and accountants, collaborate to help manage and minimize your overall tax liability.

Financial Planning for Executives and Professional Services

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Specialized Expertise to Executives with Equity-Based Compensation

We help provide comprehensive wealth planning and specialized expertise to senior-level corporate executives who have equity-based compensation. Our stock incentive plan services, executive planning services (EPS), and wealth planning services go beyond the traditional financial planning methodology to include valuation, tax, timing, liquidity, risk management, and estate planning.

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Commonly Asked Questions

What Is Executive Planning?

It’s imperative to plan for unexpected events like job loss or health challenges. Executives often ask, how much planning is needed to maximize my long-term incentives (LTI) benefits, fringe benefits, pension, and other retirement benefits? These are important matters to ensure their plan remains solvent throughout their lifetime. Click here to learn more about Executive Compensation Planning for Life.

What kind of training and experience does Savant have in the complex world of equity compensation, including performance stock options and restricted stock units, etc.?

The Savant Wealth Management team includes highly skilled individuals who hold one or more of the following professional designations; CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Equity Professional (CEP), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®).

What should I look for in a financial advisor?

When you’re looking for a financial advisor, it’s smart to take your time and ask the right questions. It is one of the most important financial decisions you will make, and the research will take some work, but we believe partnering with the right advisor will help reduce your stress and give you more confidence and security. Things to consider when choosing an advisor:

Qualifications and designations
Depth of services and expertise
Experience
Philosophy
Size of their team
Compensation and fees
Conflicts of interest
Typical clients they serve