Financial Planning for Public Company Executives

Tailored Guidance for Navigating Complex
Compensation and Financial Planning Decisions

For public company executives, compensation and benefits can be highly complex, including stock options, restricted stock units (RSUs), performance stock units (PSUs), and other equity awards. Balancing these elements with retirement planning, tax considerations, and potential liquidity events can be challenging. Savant’s approach can help executives assess their financial situation, evaluate strategies, and plan ahead to align decisions with both career and personal objectives.

Understanding the Complexity of Executive Pay

Executives often face financial decisions that go beyond a traditional paycheck. Common challenges can include:

Timing the exercise of stock options to manage potential tax exposure.
Coordinating RSUs, PSUs, and other equity awards within a broader wealth plan.
Planning for retirement while balancing ongoing career obligations.
Addressing tax implications from multiple income sources or business interests.

Savant’s structured financial planning process is designed to help executives weigh their options and integrate these elements into a comprehensive wealth management strategy.

A Tailored Wealth Management Process for Discerning Executives, Like You

Savant financial advisors offer guidance intended to help you:

Integrate equity awards and other compensation into a holistic financial plan.
Explore strategies for managing tax exposure across income, investments, and equity events.
Consider retirement timing, business ownership transitions, and other long-term financial decisions.
Coordinate planning across multiple advisors, including accountants and estate planning attorneys.

Our team includes financial advisors with Certified Equity Professional (CEP®) and Chartered Financial Analyst® designations, Certified Public Accountants (CPA), and estate planning attorneys. Together, they can help you consider all aspects of your financial situation in a structured, thoughtful manner.

Addressing Common Executive Concerns

Experts often seek guidance on topics such as:

Evaluating when to exercise stock options or sell equity awards.
Understanding the interplay between executive benefits, bonus structures, and tax planning.
Planning for liquidity events, deferred compensation, and career transitions.
Aligning financial decisions with personal goals, family needs, and long-term objectives.

Explore a Personalized Approach for Executives

Our specialists collaborate with executives to develop tailored strategies for managing complex compensation and financial planning decisions. You can schedule a conversation to learn how our process may help you evaluate strategies and plan for your ideal future.

Connect with an Executive Financial Advisor

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