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.
