EXECUTIVE PLANNING

EXECUTIVE PLANNING

Focus On Leadership

We specialize in working with highly successful executives and board members of both public and private companies. We provide fully comprehensive financial planning so you can focus on leadership.

Our services include consulting and management of:

  • Employment agreement issues (new hire grants, inducement grants, make whole grants, etc.)
  • Equity awards tracking such as options, performance awards, restricted stock, etc.
  • 83(b) and 10(b) 5-1 elections
  • Company sponsored qualified/non-qualified plans
  • Additional company-provided benefits (life insurance, disability insurance, AD&D insurance, long-term care strategies, etc.)
  • Severance/termination protection
  • Stock ownership guideline tracking
  • CIC/Post-employment benefit coordination
  • Qualified small business stock (QSBS) tax incentives
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
  • Estate Planning Estate Planning
  • Business Owner Planning Business Owner Planning
  • Investment Planning Investment Planning
  • Financial Planning Financial Planning