Be assured that there is a team behind you to help you stay on the right financial track.
Whether you’re currently a corporate executive with many good years ahead of you, or one with retirement on the immediate horizon, managing your compensation can be a balancing act — and a complex exercise. Brinton Eaton understands the nuances of senior executive benefits packages — often better than many benefits administrators in the workplace — and provides the technical guidance and financial planning insight you need to make the right decisions at the right times.
Brinton Eaton takes the time to understand the fine details within each of your plans, and how and where they dovetail with each other. Our financial advisors go beyond mere tax considerations. We help you make compensation decisions in the context of your financial goals, your overall cash flow, and your investment portfolio.
We evaluate and provide counsel on the following :
- Stock options
- Deferred compensation
- 401(k) plan
- Protecting concentrated stock positions
- Supplemental plans, including stock purchase plans, restricted stock units, stock appreciation rights and different forms of stock option plans (e.g., plans with complex dual tax treatment under regular and alternative minimum tax laws)
- Retirement timing and planning
Our objective? Maximizing your total compensation package after taxes and leaving nothing on the table.
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Learn more:
Executive Guide to Making the Right Compensation Decisions
Successful Retirement Planning for Senior Executives
Hedging a Large Concentration in Company Stock Under Challenging Circumstances
