Corporate Executive Planning

Financial planning for corporate executives is a crucial piece of the puzzle when it comes to retirement. Whether your portfolio is thriving, or you’re just beginning to invest, your capital should be working for you, and not the other way around. 

What is Corporate Executive Planning

Financial planning for corporate executives is the planned distribution of monetary assets for individuals in senior management leadership roles. Rather than letting your wealth remain stagnant, you can work with a professional that aims to nourish, protect, and grow your hard-earned capital.

How Can a Financial Executive Maximize their Financial Planning

The best way to strive for a better return on your investments as a corporate executive is to work with a financial advisor who understands the complexities of today’s market. Look beyond traditional savings accounts and focus on more lucrative financial planning options:

  • Diversify Your Portfolio

The first step in financial planning for corporate executives is to evaluate your portfolio and ensure it is diverse. Spreading out your assets over various investments may help mitigate risk and maximize returns in the long run. 

  • Invest in a Company 401k

Another avenue with great growth potential is your corporate 401k. These funds are usually tax-deferred and paid out after retirement. Most companies offer a matching contribution, so you should determine the right amount to invest each paycheck with your financial planner.  

  • Life Insurance 

Your financial plan should also include a secure life insurance policy. Life insurance is designed to protect your assets in the event of your death. Make sure your beneficiaries will be able to access the full value of your investments by choosing the right policy.  

  • Annuities 

Annuities may also be a profitable part of your financial planning for retirement. An annuity is a type of insured investment that gets paid out in regular intervals—sort of like a “retirement paycheck.” The professionals at Oxford Advisory Group can help you determine what kind of annuities may be right for your corporate income. 

Secure Your Financial Future With Oxford Advisory Group

If you’re a corporate executive ready to take action in your financial planning, Oxford Advisory Group is here to help. Our team is passionate about finding options with the potential to keep your earnings safe, secure, and ever-expanding. Contact us today and discover the many options available for your assets. 

Ready to Take The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.