Broker Check

Financial Planning for C-Suite Executives⎄ Tampa Bay, FL

Adcock Financial Group

At Adcock Financial Group, our clients come first. As your fiduciary, we act on your behalf with a duty to preserve good faith and trust. We always put the needs of our clients ahead of our own. We strive to provide the highest level of service in every client interaction. We are passionate about client education, arming our clients with the tools they need to make informed decisions regarding their personal and business finances. Meet with one of our experienced financial services representatives to determine what we can do for you and your business.

Manage the Wealth You have Worked so Hard to Achieve

C-suite and senior-level executives have various unique wealth management challenges due to corporate compensation structures, especially the accumulation of financial assets invested in various forms of company stocks. We advise our senior executive level clients on compensation negotiation, identifying ways to help protect personal and professional assets due to oversized position and taxation issues triggered by equity-based compensation as well as deferred compensation. We can help to simplify these sometimes-complex issues and ensure that your wealth is working for you.

How Can WE Assist?

There are many ways we can serve you in your financial planning affairs as a C-suite or senior-level executive. We assess and provide information as well as recommendations for your corporate benefits, including 401(k) plans, deferred compensation plans, non-qualified savings plans, stock option plans, restricted stock plans, performance award plans, stock appreciation rights, employee stock purchase plans, life insurance plans, and disability insurance plans.

We devise strategic deferral strategies and provide options for investment for employer-provided retirement plans. We quantify the current and project the future value of stock options awards. We design and execute strategies to maximize value, manage risk, and plan for your financial independence.

We evaluate employer stock concentration and exercise strategies concerning your employer-sponsored plans. We manage your stock concentrations to reduce your risks in a tax-efficient manner. We assist with proactive tax planning to create a schedule of taxed wages, stock options, restricted stock, and more, in our annual financial planning services.

We will create proactive rather than reactive recommendations for financial planning strategies using your corporate benefits as the funding vehicle. We will analyze your current investments and provide information on your existing portfolio’s risk and return attributes and structures. We will provide recommendations to increase the efficiency of the relationship between risk and return and reduce costs.

We will construct a long-term cash flow plan for retirement to reflect your current and future identity and financial situation. This structure serves as a guide to help you make sound financial decisions and set you up for the future you want.

Financial Clarity

It is important to us to ensure that you have financial clarity in your life. To do this we will help you navigate your corporate compensation plan’s various structures and help maximize the benefits you have available to you. Your complex executive benefits will be translated into a summarized plan that you can see in front of you and understand completely. We will help you take full advantage of all of the benefits available to you and ultimately maximize your wealth. We work directly with C-suite and senior-level executives to ensure that they are setting themselves up for future financial success long after they retire. We are passionate about client education, providing numerous opportunities to equip you with the information you need to make informed financial decisions.

Key Takeaways

Our goal is to help you maximize your extensive corporate compensation plan, create financial clarity, diversify your wealth, and develop strategies to reach the future you deserve. You have worked hard to get to where you are, and we will help ensure that your wealth works hard for you and your dependents well into retirement years. It is crucial to begin maximizing your wealth now to have a successful plan set up for the future of your growing wealth. Contact a financial professional at Adcock Financial Group today to get your wealth working for you.