Our clients work for Fortune 500 companies such as 3M, Target, ADM, Cargill, Ecolab, and many others. Each year, they face a number of decisions regarding their company stock options, restricted stock units, pension benefits, and retirement accounts. Our goal is to simplify the process and maximize our client's benefits to ensure they reach retirement on their terms.
Retirement is not the finish line, rather a transition from one life phase to the next. Our clients find value knowing they have a team monitoring their portfolios and planning strategies so they can continue living the way they want to live, and enjoy the experiences they have been planning for.
You have reached a point where you don't want to spend valuable time to keep up with your personal and business financials. As you and your company have grown, you have become responsible for making significant decisions that can impact your employees' lives. Our clients understand the value of working with a team to serve them in their best interests so they can focus on what they do best.
In an ever changing tax environment, being aware of your current and future tax situations is vital to your long term success. Our team will design a portfolio and financial plan that will educate you with all available strategies to mitigate taxation throughout your working and retirement years. Our team will work with your CPA to discover opportunities to maximize your hard-earned wealth.
Exeter Personal CFO
Exeter Personal CFO eliminates the “one size fits all” type plan. The Personal CFO model will be tailored to you and only you. We will surround you with a team of experts that will coordinate all the moving pieces in your life and provide support whenever you need it.
We have extensive experience and strategies to help you in the areas listed below.
- Customized Investment Planning
- Retirement Planning
- Tax Planning Strategies
- Executive Planning
- Employee Benefits
- Options & Restricted Stock Units
- Estate Planning
- Risk Management
- Education Planning
- Income Distribution Planning
- Charitable Giving Strategies