About Us
We distinguish our service offering by focusing our entire efforts providing on-going proactive and personalized advice to our valued clients. While the wisdom we provide is holistically centered, the conclusions we draw are based upon the results of our proprietary financial models. In other words, we combine the knowledge of where you want to go in life with time-tested methods that have proven successful for countless clients pursuing their life and wealth goals.
The result is a system that produces unique financial strategies that serve as a clear roadmap to help you reach your most important goals. As a client of the Executive Wealth Planning Group, you will be engaged in a thorough review of your assets, income, and objectives to make sure that this roadmap is successful. This includes a review of your most important documents and current financial plans, including:
- Estate Plan (Wills, Trust, Fiduciaries, Other Documents)
- Retirement Goals / Asset Distribution Strategies
- Company / Firm Benefit Plans
- Executive Compensation Plans (Company Stock Options, Restricted Stock, Deferred Compensation, Split Dollar Life Insurance, Other Plans)
- Education Funding Plan
- Investment Plan / Asset Allocation
- Dependent Income Protection Plan (Spouse/Domestic Partner, Children, Parents)
- Illness And Care Plan
- Charitable Giving Plan
Our clients have prospered as a result of a busy professional life and an intense dedication in their chosen field; the flip side is that they often have not had the time to clarify their personal financial game plan. Through our in-depth interviewing process and proprietary financial models, we help these professionals bring clarity to their current financial picture and their future life goals.
We further differentiate our services by offering focused advice for three groups that are often overlooked by the traditional financial services firm:
- Gay/Lesbian Executives And Professionals: The needs of same-sex couples are unique and require both special knowledge and creativity in providing financial planning benefits equal to those realized by traditional couples.
- U.S. Resident Aliens: We provide sophisticated planning strategies for the executive and professional client who is working in the United States under Green Card status, a situation with its own unique financial complexities and demands.
- U.S. Expatriates: Many of our clients complete an overseas tour of duty for their company / firm that may last three or more years. These executives and professionals have planning needs that are often unfulfilled due to their distance from their advisory team. With clients in the UK, Japan, Singapore and many other overseas locales, we provide personalized planning advice by keeping a flexible work schedule and by leveraging available technology.
4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359
