Tailored advice for executives
Your compensation plan as a corporate executive represents both a wealth of opportunity and a web of complexity. With your focus on the business, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions regarding deferred compensation plans and restricted stock. We can also design a tax-efficient, stress-tested portfolio for you that is not overly weighted toward your own company’s securities – so you can focus on living your life and leading with confidence.
Explore services
Strategies to help you minimize the risks and complexities of concentrated equity.
Tax diversification*
Potential income enhancement
Tax-efficient gifting
Hedging strategies
Monetization strategies
Tax diversification*
Potential income enhancement
Tax-efficient gifting
Hedging strategies
Monetization strategies
Tax diversification*
Milestones
First 100 days
As you settle into your role in the C-suite, we can help you:
- Optimize benefits and compensation
- Analyze vested assets and holding requirements for stock
- Smooth out and minimize taxes, working with your tax professional
Changing jobs
When a new opportunity arises, we can help you:
- Assess how it will impact your financial plan
- Run hypothetical scenarios
- Factor in cost of living and retirement goals
Moving into retirement
As you prepare to retire, we can help you:
- Optimize deferred compensation
- Create a tax-efficient retirement income plan
- Deploy strategies to manage concentrated stock
Related Resources
- Tri Counties Advisors
- 3700 Douglas Blvd. Roseville, CA 95661
- 866.822.4753
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Tri Counties Bank and Tri Counties Advisors and Tri Counties Bank Wealth Management Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Tri Counties Bank, Tri Counties Advisors and Tri Counties Bank Wealth Management Group do not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.
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