Business executives face distinct financial management and planning challenges due to their position and potentially complex compensation packages. At The Liberty Group LLC, we help our executive clients implement wealth planning strategies designed to help maximize their corporate benefits and retirement assets to include 401K, 403B, Pension Plan, ESOP Plans, Stock Options, Restricted Stock, IRA’s and other individual assets. As part of a detailed process, The Liberty Group LLC works to identify and define objective for retirement income, asset protection and distribution.
The planning includes coordination of asset pools to align with objectives and optimization of income and distribution. We ensure effective development and implementation of these benefits and ensure they are properly integrated with the executive client’s estate plan; an area that is often overlooked.
Our services are designed with an integrated approach to executive financial planning which help clients manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, customize your investment portfolio and leave a legacy.
When considering the complexities of executive financial planning, several years of planning may be needed to maximize and protect compensation plans.
Review your executive benefits plan with our experienced team to successfully position yourself for your retirement years.