Keep track of your executive benefits package and discover a strategy that works for you.
Keeping track of your bank and retirement accounts can occupy a huge block of time and result in unneeded anxiety. Now that you’re at the top of the ladder and pay is in the form of SERPs, company stock in various structures, severance packages, and more, you are finding even less time to keep track of your accounts. You may ask yourself:
It’s time to stop worrying. Rightirement Wealth Partners will help you understand the legal, tax, and financial implications with your executive compensation package. That includes guiding you through important decisions and organize the strategies you prefer in an easy to understand, visual model that you can review quickly and easily.
We assist our executives with structures such as:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial. LPL Form CRS
Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial. IAA Form CRS
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.
Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY – CA Insurance #2122805 William Brancaccio Domicile State NY – CA Insurance #0L02737
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.