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CORPORATE EXECUTIVES

 

How well do your corporate benefits support your personal wealth?

 

 

 

Executives are known for working long hours to make their businesses a success. Fact is, many are spread thin between their work and family demands, often relegating their financial well-being to a distant third place.

  • How can I optimize my benefits and/or severance package?
  • How can I shield my personal assets from liability?
  • How can I control my income tax liability?
  • What are the best strategies to manage my employer stock options?
  • What tools are available to reduce risk of my concentrated employer stock exposure?
  • How can I integrate my employer and personal savings programs?
  • What are the best ways to manage my salary deferral and retirement plan distributions?
  • Can I have a team taking care of my personal finances, retirement, and tax planning, to save me time and make sure my family will have the help they need if anything happens to me?

We deliver a concise, time-efficient process to help you chart your path and gain control over your own finances. In return, you can gain time to focus on your career, family or enjoy more free time.

© 2023 Nautilus Wealth Advisors                  

  

IMPORTANT DISCLOSURES

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

eMoney is an independent organization and is not affiliated with Nautilus Wealth Advisors. 

Nautilus Wealth Advisors | 410 N. Miramar Avenue | Indialantic, FL 32903 | 321-724-1888

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