Wealth Management & Financial Planning for Executives

Financial Planning for Executives and Leaders

Do you ever wonder how to make the most of your wealth, especially when it comes to stock options and executive compensation? Managing these assets, along with financial planning and investment decisions, can be a complex and time-consuming task.

At Hobbs Group Advisors, we understand the unique financial concerns that executives and leaders face. We’re here to help you navigate the challenges and make the most of your financial opportunities.

Key Questions We Intend to Answer for Executives:

  • How should you manage and mitigate the risks associated with highly concentrated company stock as part of your tax and retirement income strategy?
  • How can you integrate your executive compensation plans with your personal retirement planning?
  • How can you build wealth and liquidity outside of your corporate plans to mitigate career and business-specific risks?
  • How should you evaluate future employment opportunities and the impact to your long-term financial plan?

What Do We Offer?

Wealth Management+
We act as your personal CFO, guiding you through important financial decisions. This includes reviewing executive compensation, managing stock options, and providing tax-efficient solutions. We serve as your fiduciary, keeping you on track with regular reminders and reviews.

Tax Planning
We help you evaluate the current and future tax impacts associated with equity awards and other forms of compensation elections.

Risk Management
We help mitigate specific concentration risks within your investment portfolio, as well as your personal overall risk management.

Integration with other Professionals
We work closely with your professional team to ensure everyone is on the same page for your benefit.

Stock Options & Executive Compensation Awards

Get advice and strategies on a wide range of executive compensation packages, including:

  • Incentive Bonuses
  • Stock Awards
  • Restricted Stock Units (RSUs)
  • Performance Stock Units (PSUs)
  • Incentive Stock Options (ISOs)
  • Non-Qualified Stock Options (NSOs)
  • Equity Earnouts
  • Deferred Compensation Plans
  • Rabbi Trusts
  • Split-Dollar Life Insurance
  • Bank-Owned Life Insurance (BOLI)

Why Choose Hobbs Group Advisors, LLC?

  • Tax Smart: We understand Income Tax and can help you plan for maximum tax efficiency. We work closely with the professionals of The Hobbs Group, PA, who have experience serving clients since 1986.
  • (Fierce) Independence: We are Advisor-owned and Advisor-run. Our independence reduces potential conflicts of interest.
  • Expertise: Our extensive experience with Tax, Retirement Plan Consulting, and Insurance Services gives us a unique competency to help solve your financial challenges. There are very few things we haven’t seen.