Planning for Corporate Executives
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.
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.
JULIANNE F. ANDREWS
MBA, CFP®, AIF®
Julianne Andrews co-founded Atlanta Financial Associates in 1992. With 30 years of experience in the financial planning industry, Julie demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. Her passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Her experience as a Wealth Manager in combination with her first-hand view as the spouse of a physician provide Julie with a deep understanding of the challenges the changing healthcare landscape presents and how they impact a physician’s financial well-being.