Financial Planning for Corporate Executives
Corporate Benefits and Compensation PlanningYou’re smart, capable, and great at what you do. We are too.
SYM Financial Advisors provides financial planning for corporate executives, with a focus on executive compensation: stock options, restricted stock units, deferred compensation, and concentrated company stock. SYM analyzes when to exercise options, how to reduce concentration risk, and how tax strategy fits each decision. SYM has worked with corporate executives for more than 55 years as an independent, commission-free fiduciary.
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.
