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Cash Flow Planning
Constant demands on an executive's time may cause their personal financial affairs to suffer from unintentional neglect. Even when executives have access to an executive benefits plan or stock options, they may not have the expertise or time to properly employ these offerings to their greatest personal advantage. These complicated investments require the advice of both an expert tax consultant and an experienced financial advisor. Heritage Executive Consulting offers expertise in both of these areas. We provide corporate executives with the full breadth of personal tax and financial advice from income taxes to an integrated investment strategy.
Heritage Executive Consulting works with corporate executives to identify appropriate tax planning opportunities, recommend ways to structure and improve their investment portfolios and to establish the insurance needs to provide for their family's security. Heritage Executive Consulting works one-on-one with select executives and covers a range of financial issues, such as:
- An Income Tax Optimization Strategy along with relevant financial and legal considerations
- Appropriate Investment Strategies that include hedging and tax-sensitive approaches
- Retirement Planning Recommendations for accumulation and distribution
- Estate Planning in conjunction with nationally recognized estate planning attorneys
- An Overview of Risk Management and asset protection needs
- A Benefits Needs Assessment including survivor needs analysis
- Exercise Strategies for stock options (if applicable)
- Income Tax Preparation Services including federal, state and local tax preparation
- Securities Cost Basis Calculations
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