Investment Planning for Business Executives
Harbor Lights Financial Group offers Investment Planning for Business Executives, including a commitment to the sound advice and strategy necessary. And because we have no obligation to sell any specific financial or insurance product, you can trust that we will only recommend those investments best suited to our client.
What Is Investment Planning for Business Executives?
Business executives have a lot on their plate, so it’s common to neglect personal investment planning matters. However, a hard-working executive should reap the rewards for life after ‘the work grind’ by planning future finances! Corporate benefits such as a company-sponsored retirement plan, matching employer contributions, executive supplemental retirement plans, insurance, stock options, and paid time off are a lot to understand, not to mention follow through on; especially, when work consumes all available time.
A financial advisor specializing in the challenges of planning for executives is certainly worth consideration. Having experience, a financial advisor can address questions like
“How much saving is needed to meet a retirement lifestyle goal?”,
“What is the long-term savings strategy?”,
“How does one reduce exposure to company stock over time?”,
“What tax deductions are available?” and
“Where should money be saved, invested, and/or protected?”
In fact, it must all be carefully addressed. To make the most of what has been accomplished in a life’s work, an investment plan should be a priority. An investment professional will work through the entire investment planning process necessary to avoid those financial obstacles a business executive is known to experience. So she/he can truly enjoy life after work!
Why Harbor Lights Financial Group For Business Executive Investment Planning?
In the early 1990s, Harbor Lights Financial Group was founded to offer strategies for our client’s most demanding life problems through sound financial advice and care. We offer our expertise to local Manasquan, Wall, and surrounding NJ community investors. Services may include wealth management, retirement planning, estate planning, life insurance strategies, philanthropic planning, executive planning, business exit planning or planning for business executives, and much more!
We are also a team of advisors and CERTIFIED FINANCIAL PLANNERS™ (see below) — professionals who help people like you with customized strategies designed to enhance and/or preserve your assets for retirement. We work to realize your financial goals, empowering you to enjoy the freedom that brings.
Robert Tendler – CFP CLU
Jonathan Shippee – MBA CFP
Douglas Lockwood – CFP
David Scureman– MBA CFP
Kenneth Roberts – CFP
Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
If you have any questions, please get in touch with Us Today!
