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Capital Strategies, Inc. Services
Fee-Based Financial Planning

Financial Planning
Estate Liquidity
& Survivor Income
Business Succession
Retirement Plan
Education Planning,
529 Plans and
Other Vehicles
Employee Benefit
Plan Analysis
& Design
Contract & Severance
Review & Planning

Our Approach

Client Benefits

Executive Plans
Executive Plans

Many business people and professionals find it increasingly difficult to plan adequately for their personal financial growth and security. Among reasons for frustration are lack of time, the wide variety of today's investment opportunities, the complexity of tax laws, and the entwining structure of employee compensation and benefit programs. The Executive Plan is designed to address this issue.

The Executive Plan offers important benefits for both the executive and corporation. By receiving professional confidential, individualized financial counseling, the executive is helped to achieve his or her immediate and long-range financial goals. The corporation, at the same time, is assured that its compensation and benefit programs are fully effective in rewarding its key people.

With input from the executive, the plan variously can:

  • Increase productivity of present assets
  • Develop a diversified portfolio to reduce risk and broaden opportunities
  • Assure more effective utilization and understanding of company-sponsored benefits
  • Minimize shrinkage of accumulated assets at time of death

The initial review under The Executive Plan begins with an in-depth analysis of the executive's present financial status, as well as personal goals and objectives. A comprehensive plan of action towards their attainment is then developed. The plan comes under a continuing review process with the financial planner to assure its effective implementation.

Please contact us to discuss your needs today.

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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650

Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC
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