Executive Planning
We work with executives and professionals with complex financial lives who don’t have the time or ability to manage them. At Sea to Peak Financial Advisors, we help you manage your compensation, benefit, and retirement plans so that they are working for you now and in the future.
Companies provide great benefits to reward you for your work, but often fall short in advising you on how to maximize them. The decisions you make now will also impact you later, so it is important to plan. We have years of experience and education to do that planning. We will manage and monitor your 401(k) plan, guide you through deferred compensation elections, counsel you on your corporate stock positions and help you take advantage of all of your benefit plans. And when you are ready to retire, we will help you make smart, tax-efficient decisions.
You work hard so let us do the work to make the most of your financial life.