EXECUTIVE WEBINARS
Our webinars are presented in a step by step approach on each area focus followed by putting the actions into play with case studies so you can see how decisions made today will impact your retirement in the future. Each webinar has resources you can request, including a slide deck, action checklist, and/or worksheets to begin your focused journey to retirement.
WINTER SERIES
- Incentive Compensation & Tax Planning
- VIP Aftertax Contributions – Roth Conversions
SPRING SERIES
- Pension Plan Strategies – Annuity vs Lumpsum
- VIP, ESSP, & DCP Investment Management
FALL SERIES
- Executive Strategies for Annual Enrollment
EXECUTIVE FINANICAL PLANNING & CONSULTING SERVICES
Capital Planning offers stand alone Financial Planning & Consulting Services to fit the individual needs of executives who are either just starting their financial planning journey or are over a year out from their retirement date. Our services walk through the key components of your financial life, identifying gaps and opportunities to make the most of your peak earning years. Our initial and annual financial planning services offer a comprehensive planning process where we run scenarios to identify where we can create reliable sources of retirement income, reduce the risk of running out of money, reduce investment expenses, coordinate income in a tax efficient way, claim Social Security to maximize cash flow, use Roth conversions to your advantage, plan for, or around, scheduled deferred comp payouts, and strategically exit concentrated positions in company stock.
TAILORED EXCLUSIVELY FOR EXECUTIVE COMPENSATION
- Initial Financial Planning & Consulting
- Annual Financial Planning & Consulting
- Outside Investment Allocation Service
- Executive Retirement Service
- Executive Annual Enrollment
Financial Planning & Consulting Services require an FPCS Agreement and Schedule A that outlines the scope of the engagement.
WEALTH MANAGEMENT SERVICE
Wealth Management Service is a combination of our Investment Management and Financial Planning services.
We start your journey by leading you through a four phase strategic process that systematically addresses the eight key components of your financial life. Our transparent process includes strategy meetings using interactive online software, custom calculators, reports, and engaging discussions about options available to you.
WEALTH ASSESSMENT
An in-depth assessment to identify your goals and objectives, uncover critical planning gaps and opportunities in the eight key components, establish priorities, and schedule an implementation timeline.
CUSTOMIZED SOLUTIONS
We present recommendations to you that are developed based on your goals, long-term vision, and the planning gaps and opportunities identified to help you work toward achieving your objectives.
IMPLEMENTATION
Your customized solutions are implemented by following an intentional, integrated, and thoughtful wealth plan.
WEALTH MONITORING
Your wealth plan is reviewed in periodic meetings and adjusted as necessary.