Financial Planning for Corporate Executives
The Rhame and Gorrell team has been serving business leaders across sectors for decades. We understand that you need a highly competent partner with which to partner and delegate, so you can focus on your family and career. Our team is here to make sure that the intricacies of your executive compensation and tax strategy are navigated at the highest level.
Between issues like Stock Options, Restricted Stock, ESOP/ESPP, Deferred Compensation, Supplemental 401(k) and Pensions, Bonus Pay, and other moving parts of executive remuneration, ensuring that nothing falls through the cracks is a full-time job. We take that load off your shoulders by keeping you informed.
How We Help Corporate Executives
When you’re highly compensated, planning mistakes add up fast. We help you avoid common pitfalls like missing out on executive matching, incorrect timing of option execution, failure to maximize tax deferral, and more. Improving the efficiency of your benefits and compensation frequently enhances wealth for our clients by tens or hundreds of thousands of dollars over their careers.
It’s not what you make; it’s what you keep. With marginal Federal and State Tax rates at 50%+ in high-tax domiciles, tax efficiency is of paramount importance to successful business leaders. We ensure that every tax deferral, deduction, and avoidance strategy is maximized for our clients so they keep more of their wealth in their pocket, where it belongs.
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Our wealth advisors are ready to help you formulate a long-term strategy for your finances.
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