Executive Solutions

Many of our clients have had successful careers in an executive role with a number of Fortune 500 companies. These types of careers present a very unique set of financial needs and concerns. Our firm has expertise in a number of specific areas for this segment of our clientele:

Stock option planning (NQ's and ISO's)
Employee benefits planning (401k, health, HSA, charitable, etc.)
Pension payout and structuring strategies
Management of concentrated stock positions
Review of employment agreements
Non-qualified deferred compensation planning
Restricted stock planning (RSA's and 144 stock)
Prepaid forward contracts
Costless collars for concentrated stock positions

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Please click “Disclosures” on our website for additional important disclosures. Click the following for more information about Kovitz: www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.