Planning for a Corporate Executive

Preserving the Power to Provide for Your Family

After years of climbing the corporate ladder, you’ve made it. You’re recognized as a leader in business – someone who can turn a vision into results. 

Stock options, as well as business and personal assets, contribute to your complex financial picture. And you want to be sure your family is protected in case your earning is interrupted. 

Here are some of the questions we can help you answer:

  • Are you doing everything you can to minimize your tax burden and protect your assets?
  • Have you allocated and diversified your portfolio adequately to reduce risk?
  • How should you evaluate the pros and cons of a potential job change?
  • How can you reduce the risk of concentrated positions in company stock?  Is reducing your risk worth the opportunity cost?
  • Are you taking full advantage of charitable giving?
  • Are you confident that you have taken proper steps to minimize the impact of litigation?
  • Do you have adequate coverage to insure against disability and other financially negative life events?

At Atlanta Financial, we can answer these tough questions to help you protect your family’s financial  future. We work hard to understand your financial picture completely before we break down the details and offer our counsel. 

If you would like to learn more about our recommendations to corporate executives like yourself, contact Atlanta Financial today at 770.261.5380 to schedule your complimentary consultation.

Rick HendersonRICK HENDERSON
CPA, CFP®, AIF®

Principal
Phone: 678.327.0251
Fax: 770.261.5381
E-mail: rhenderson@atlantafinancial.com
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Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.

Click here to schedule your complimentary 30 minute introductory call.

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CATHY C. MILLERCATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™

Principal
Phone: 770.261.5382
Fax: 770.261.5381
E-mail: cmiller@atlantafinancial.com
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Cathy has spent more than 25 years pursuing her passion for helping clients through periods of transition, including the unplanned transition of the loss of a spouse or divorce, the much anticipated transition of retirement, or the sale of a business. Cathy’s clients include corporate executives, professionals, entrepreneurs, women in transition, and retirees. She utilizes state-of-the-art strategies in wealth management, financial planning, asset protection, and tax planning to help her clients build solid financial game plans for their future so that they might realize their goals and dreams.

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Julianne AndrewsJULIANNE F. ANDREWS
MBA, CFP®, AIF®

Principal
Phone: 770.261.5385
Fax: 770.261.5381
E-mail: jandrews@atlantafinancial.com
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In 1992, Julie founded Atlanta Financial Associates with Cathy. Today, with more than 25 years of experience in the financial planning industry, Julie specializes in the financial needs of highly successful physicians, professionals, and individuals at or nearing retirement. Her expertise includes holistic financial planning, comprehensive wealth management, and asset protection and taxation strategies.

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