Corporate Executive & Retirement Planning

Our diverse offering of services delivers a forward-looking perspective to our clients’ financial lives, providing clarity as well as a sound basis for investment, estate, retirement, and business succession, as well as tax planning.

We are skilled in the nuances of both qualified and non-qualified retirement plans. It is imperative that we understand these plans for design and implementation, as well as integration into a client’s personal financial affairs.

We integrate clients’ executive compensation plans – stock options, restricted stock, and deferred compensation, among others – with their other assets to provide a comprehensive picture of their affairs. We then incorporate that comprehensive picture into CFM Horizon™, our easy-to-understand proprietary financial road map, to develop a strategy for acquiring, managing, and the eventual distribution of executive compensation plans:

Consolidate all plans – stocks options, restricted stock, deferred compensation, bonus – into a top down report so our clients know exactly what they have and where it is held.
In the case of stock options, use technical and fundamental analysis along with the executive’s view of the stock to identify strategic exit points on company stock.
Discuss and advise on the advantageous tax benefits of certain plans.
Integrate disposition of plan assets and/or stock with cash flow requirements.
Use prudent risk management to help build a customized plan.

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Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents, nor does it sell insurance products.

If the client engages us to do so, Capital Advisors, Ltd., LLC can provide tax preparation services as discussed in Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

If the client desires, one of Capital Advisors, Ltd., LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.