Senior Executives

Sophisticated strategies for complex financial situations

Our Financial Services to Executives

You’ve reached the top rungs of the corporate ladder. Your company’s success is due in large part to your expertise and hard work. As a result, they want to reward you…but they also want to make it hard to take your reward and leave. With these rewards come “golden handcuffs.”

Golden handcuffs refers to multiple compensation instruments such as stock options, deferred compensation, Supplemental Executive Retirement Plans (SERP), and Excess Benefit Plans. These are very complex benefits that have complex timing and tax issues. In order for you to retain the most out of the benefit, you need someone to help you understand the best time to execute and the effect that it will have on your tax bill.

Because we have such a deep expertise in tax planning, Frisch Financial Group is a perfect partner to help you capitalize on the rewards your company has given you. Through our financial planning process as part of our wealth management service, we will be able to guide you on the best time to take advantage of those stock options and when you should start withdrawing the deferred compensation so that you still have the resources you need without paying more tax than necessary.

These are sophisticated strategies for very complex situations.

If you are compensated with any type of golden handcuffs, we would love to meet with you and help you better understand them. We have offices in Long Island, New York City, Westchester, NY, and Tampa, FL.

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