Our team of in-house professionals unifies all the elements of our clients’ financial lives: corporate benefits; stock options; tax planning; investing; retirement planning; estate planning; risk management
Tax Planning & Preparation
Many effective tax saving strategies are directly linked to your financial goals, so strategic planning is as crucial for managing your tax liabilities as it is for managing your investments. The best way to make certain you are taking full advantage of tax reduction opportunities is to work with a professional who thoroughly understands tax law and your individual tax situation. We understand the complexities associated with the financial needs and tax requirements for individuals with high net worth. Tax planning and preparation through Stevens Foster can make financial management in a time of rapidly changing tax legislation more productive.
Client Account Managers
Your Client Account Manager is your primary point of contact with our firm. He or she will get to know you personally, will understand your needs and goals, and will work with our team of experts on your behalf. Your Client Account Manager will clearly and proactively communicate our recommendations to you and will strive to exceed your expectations as we move together toward achieving your goals.
Our Focus on Corporate Executives
We know executive benefit plans. Deferred compensation, stock option exercise, ownership requirements, retirement and excess benefit plans: our expertise maximizes their advantage to you and integrates them within the elements of your overall financial planning.
Benefits to the Executive
Maximization
Allows you to take full advantage of your corporate benefits and compensation plans and integrate them with strategies for estate planning, investment planning, income-tax preparation and planning, risk management and long-term cash-flow/retirement planning.
Efficiency
Provides you with the means to get things done by implementing your financial strategy including the full coordination and realization of corporate benefits integrated into an effective, comprehensive financial strategy.
Economy
Saves your valuable time by Stevens Foster proactively setting meetings, agenda and decision points for important financial decisions. Often leads to savings on estate planning, outside advisors and investment fees.
Benefits to the Company
Talent
Executives appreciate corporate benefits more when they fully understand them and how to use them to the best advantage.
Focus
With personal financial concerns taken care of, executives can focus exclusively on their corporate responsibilities.
Expertise
Access to the expertise of Stevens Foster can provide the company cost efficiency, quality control and a coordinated approach to maximize the company’s return on its benefits and compensation investment.
We invite you to contact us at 952-843-4200 or stevensfoster@stevensfoster.com to learn more.
