Executive Benefit Planning
Employer benefits represent a significant portion of corporate executives’ net worth and financial security. Executive Benefit Planning, a comprehensive approach to financial, tax, and estate planning has many benefits for both the employer and employee. Most importantly, a financial plan is a tool that willhelp the executive understand and navigate the benefits that the firm has provided. This bolsters morale, reinforces the executive’s perception of the value of his or her position, and assures the firm that the executive is deriving the maximum intended value from its benefits. In addition, a more financially secure employee is more likely to focus on work and avoid the distractions that come from attempting to understand complex financial issues. This results in a more productive and motivated executive for the company. Included in Callan Capital’s suite of executive services are pre-IPO planning, 10b5-1 planning, rule 144 and section 16 review, executive stock option planning and concentrated equity strategies.