Planning for Corporate Executives
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. We are here to bring clarity to your complex financial picture and to make sure your family is protected.
We have extensive experience managing the financial lives and legacies of smart, successful professionals and executives. We know that successful individuals usually have busy lives and consequently limited time to make personal financial management a top priority. And often the skills required to generate income and to be a successful executive are quite different skills from those needed to manage your own finances.
Through our ExecFIT™ process, we start by helping you organize and gain clarity around your financial life then we work together to build a plan and make well-considered financial decisions to take you from where you are to where you want to be. A key component of our work is designing retirement planning strategies that help maximize savings while minimizing taxes.
Find Your ExecFIT™
Our ExecFIT™ process helps answer tough questions including:
• Am I doing everything I can to cut my tax burden and protect my assets?
• How much risk should I take with my investments?
• How should I evaluate the pros and cons of a potential job change?
• How can I reduce the risk of concentrated positions in company stock? And how can I balance that with losing upside?
• What is my vision of retirement?
• How much money will I need? Where will my income come from?
• How can I make my charitable giving as “tax-smart” as it can be?
• Have I done all that I should to minimize the impact of litigation?
• Do I have adequate coverage to insure against disability and other financially negative life events, and at the right cost?
ExecFIT™ is led by:
CPA, CFP®, AIF®
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.
CATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™
Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life. She dedicated herself to helping clients capitalize on the good times and deftly navigate the bad. She realizes life’s journey isn’t always a smooth one, but is committed to working hand in hand with her clients to make their life’s journey richer.
Mari, a Boone, NC native, joined AFA as a Wealth Manager in June 2019, following two and half years spent with another Atlanta-based firm as a Client Care Coordinator. Mari has always had a passion for helping and serving others, and after discovering that many people struggle in finding financial confidence, she now finds her work at AFA incredibly meaningful. She specifically enjoys working with women going through transitional events in their lives. Mari’s devotion to this niche stems from when her father passed away unexpectedly, and she watched her mother transition through the steps of life as a single-parent.
As a Wealth Manager with Atlanta Financial Associates, Charles’s client-centered focus and constant thirst for knowledge have produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth, plan for retirement and their children’s education, and assisting retirees with tailored income strategies.
Since Harrison was young, he always had a strong interest in problem-solving, from elementary school brain teasers to the New York Times Sunday crossword puzzle. Growing up he saw his father, who has been in financial planning for over 30-years, apply that same problem-solving mentality to the real world with his clients. That real-world application sparked an interest in using personal financial planning to solve the puzzle of financial independence for others.