Many of Our Clients Are Business Executives
Maximizing your executive compensation for lasting wealth
Your Executive Journey
You know you are smart and ambitious. You have made the right moves and you have seen the progression of your career. You are very likely to make it to the top soon.
You love what you do; you would like to keep going as long as you can. You are making enough to keep your family and loved ones happy.
The Questions That Drive Your Planning
- •What would happen if I lose this winning streak?
- •Can I continue to provide for my family and keep them happy and joyous?
- •How can I do the best with the executive compensation I enjoy so that it can work hard to keep my family happy ever after?
Why Trillium Square?
Imagine Your Future
- Having a clear understanding of how your retired life will look like
- Knowing whether you can afford to keep that boat or live in the mansion by the beach
- Having peace of mind that no matter what happens to you, your family will be provided for and will never need to worry about how to earn for their living expenses
Your Aspirations
- Knowing exactly where you are falling short on your aspirations
- Learning how you can work on your budget to make it achievable
We Understand Business Executives
We understand business executives, their compensation structures, their tax liabilities, their family dynamics. We will be there along the way to guide you to make the right decisions as your life unfolds.
We Partner with Clients Going Through Life Events & Transitions
We offer fixed price packages to cover all your planning needs during key transitions in your life.
Retirement
When you are contemplating retiring within the next few years or if you have already retired and thinking about how best to fund your retirement, we can help you with the planning process.
We'll help you find answers to:
- • When to start social security?
- • What monthly expense should I target?
- • Which account should I start drawing to fund my early retirement?
- • How will my finances look in 10 years from now?
- • What happens if one of the spouses is bereaved?
- • How can I best set aside some of my assets for legacy?
Divorce
As the divorce proceedings are complete and the assets are divided, you might think it all has finally come to an end. However, it might just be the beginning of the next phase. In this phase, you are on your own and you may be overwhelmed to manage all the finances all by yourself.
Key questions we address:
- • Do I have enough?
- • How will I fund my expenses going forward?
- • How best to invest the assets I have so that me and my children have the best future?
- • Should I be looking for a better paying job?
Career/Job Change
You and your family were enjoying your life when all of a sudden, you or your spouse loses their job. You are left wondering what is next for you. A lot of hard questions hit all at once.
We help you navigate:
- • Do you have enough to survive until you find the next job?
- • Should you dip into your savings? If so, which accounts?
- • How long do you have before you necessarily have to start earning?
- • Is this the time to pursue a career you always dreamed of?
- • How can I minimize the impact of this event on the rest of my family?
Exit Employer Stocks/Equity
You have managed to sell your business successfully. Now you are looking to see how you can optimally grow your proceeds while you lead a simple and tranquil life. Options are endless, but you do not want to be reckless.
Key considerations:
- • How best to invest your proceeds and minimize your tax liabilities from the sale?
- • How can you ensure a good life for you and your family so that you don't have to worry about having a paycheck every month?
- • Who can I trust? I want someone on my side who can provide unbiased guidance.
Ready to Optimize Your Executive Compensation?
Let's discuss how we can help you make the most of your executive compensation and create lasting financial security for your family.
Schedule Your Consultation