Investment Planning for Business ExecutivesInvestment Planning for Business Executives Manasquan Wall Monmouth County NJ

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?

Harbor Lights Financial Group is committed to a set of planning standards! These standards include that we will always do the right thing, always ask the right questions, and always be accountable! We intend to help our business executive clients make the most objective choices based on in-depth professional knowledge & support. And Investment Planning for Business Executive options and choices will never solely be management driven.

We are also a team of accomplished 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!