Corporate Executives
Corporate Benefits and Compensation Planning
You’re smart, capable, and great at what you do. We are too.
Working with corporate execs for over 55 years, we know a thing or two about planning with executive compensation. SYM can decipher your corporate benefits and manage your equity, applying tax strategies and time-tested executive stock option analysis.
We deliver in 6 Key Areas
Financial Planning
- Investment management
- Establish financial goals and objectives
- Organize assets, liabilities, legal docs
- Set and track savings targets
- Employment transitions
- Retirement planning
Risk Assessment
- Life and disability insurance analysis
- Long-term care planning
- Property & casualty insurance assessment
- Group insurance benefits review
Estate Planning
- Review critical decisions
- Consider estate tax mitigation
- Mapping estate directives
- Collaborate with your attorneys
Equity Comp, Pension, & Benefits
- Equity compensation modeling
- Employer pension evaluation
- Executive benefits analysis
- Stock option analysis & recommendation
- Diversification strategies
- Strategy for stock holding mandates
Tax Planning
- Tax projections and estimated payments
- Tax efficient investment strategies
- Investment allocation analysis
- Collaborate with your tax professionals
Cash Flow Planning
- Cash flow projections
- Retirement cash flow analysis
- Social Security timing projections
- Education planning
- Major purchase planning & debt payoff
Put stock in us
At SYM, you have your own highly-credentialed stock option data-crunching team to inform decisions around exercising options.
It’s in the details
When your financial success is directly tied to your company’s performance, additional considerations come into play. Rely on your advisor to develop strategies around your equity-based compensation.
Balance
Balance is key, and you can have too much of a good thing. Your advisor can identify and decrease the risk of highly-concentrated stock positions.
Actions speak
More than what we say, watch what we do. SYM has both a legal and personal commitment to gear everything toward your ultimate good.
