Busy executives spend their time focused on their company's success and their own career development. With a busy schedule, creating a solid financial plan for both today's and tomorrow's objectives can be a challenge.
Brett understands that it's important to look at the entire financial picture, including medical and life insurance, employee-sponsored retirement plans, bonus plans, stock options, deferred compensation and risk management. He'll work to protect and prioritize your financial security and your future.
Brett offers financial planning for executives, including:
- Retirement Planning
- Estate Planning
- Goal Setting
- Cash Flow Analysis
- Debt Management
- Compensation Planning
- Stock Option and Deferred Compensation Planning
- Income Tax Planning
With over 20 years of financial service experience, Brett provides comprehensive and objective tax and financial planning services to executives and senior managers. Contact Brett today to arrange an introductory consultation.