Managing complexity with clarity and confidence
Why Executives Need A Different Kind Of Plan
Executives lead demanding careers and often carry financial decisions that extend beyond standard planning. Compensation packages built on salary, bonus structures, equity, pensions, and deferred compensation require careful coordination. Branning Wealth helps executives across the country build long-term security with near-term opportunities so their financial decisions support career goals and future retirement needs.
Mapping the full picture
Every compensation package has moving parts. We help you understand how salary, incentive pay, performance bonuses, RSUs, stock options, and deferred compensation fit together. This includes reviewing SERPs, company pensions, vesting schedules, payout timing, and corporate benefits. Learn how this connects to your broader planning through
Stock Options and Equity Compensation
Equity can be a powerful tool for growth, but also a source of concentrated risk. We guide executives through timing stock option exercises, evaluating 10b5-1 plans, and coordinating around blackout windows. We model tax implications around RSU vesting, ESPP participation, and large equity positions so you can make informed decisions without unnecessary surprises.
Pensions, Deferred Compensation, and Liquidity Events
Executives often face important choices around lump sum versus annuity decisions, deferred compensation timing, and large liquidity events from vested stock or bonuses. We help you manage these decisions through tax modeling, income planning, and long-term cash flow coordination. Explore how tax-aware investing supports these decisions through Tax Efficient Investing.
Risk, Taxes, and Long-Term Planning
A well-designed strategy reduces over-reliance on your company’s future and supports long-term goals with diversified resources. We integrate cash flow, risk management, investment oversight, and retirement income decisions so your plan remains stable even as your career evolves. Our team coordinates directly with your CPA, attorney, and HR benefits team as needed.