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Executive Planning

As a busy executive you often need to rely on a competent team of advisors to help you navigate the complexities of your benefits and compensation package as well as empower you in making timely, confident decisions that seek to maximize value while minimizing both cost and taxes.

  • Benefit Review & Selection
  • Stock Option & Award Exercise Strategies
  • Long Term Incentive Plan (LTIP) Analysis
  • Income Tax Reduction Strategies
  • Detailed Financial Modeling
  • Pension Election

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ContactUs@WBD.group | (201) 556-4507