FINANCIAL PLANNING & INVESTMENT ADVISORS
Corporate Employee Financial Planning: We Know Your Benefits
If you work for a major corporation—whether it’s an Atlanta-based powerhouse or a national Fortune 500 company—your benefits package is often your single greatest financial asset. But it can also be the most complex.
We specialize in translating complex corporate compensation into a clear, unified financial plan.
TRU. FINANCIAL. PLANNING.
Helping Bring Your Financial and Life Goals Together
Experience That Maximizes Your Time and Wealth
Our deep exposure means you get a faster, smarter planning process:
- Zero Learning Curve: We skip the long prep time. We are already familiar with the specifics of your company’s retirement offerings, vesting schedules, and stock plans.
- Strategic Navigation: We provide strategies explicitly tailored to your complex benefits:
- Stock Options and Equity: Handling ISOs, RSUs, and ESPP tax implications and diversification.
- Retirement: Optimizing your 401(k), non-qualified deferred compensation, and potential retiree health insurance.
- Bonus & Severance: Integrating annual bonus awards and severance packages into your long-term goals.
Building a Solid Foundation
Planning for What Comes Next
Working with a wide variety of top employers gives us a critical advantage: foresight. We help you plan for major career shifts and life events by understanding what could lie ahead. Our goal is to ensure you are prepared for transitions like:
- Changing employers and managing rollovers.
- The financial impact of a job loss.
- Company buy-outs or acquisitions.
While we don’t specialize in a single employer; we view our broad exposure as a key asset to helping you prepare for the present and future. This broad perspective ensures your plan is robust enough to handle the volatility and opportunities of the corporate world.
Your Proof of Experience
We proudly serve employees from well-known companies, including:
- AGCO Corporation
- Allstate
- Alogent
- Amazon
- AT&T
- Bank of America
- Comcast
- Delta
- FedEx
- Fiserv
- Gilead Sciences
- Graybar Electric
- Hensel Phelps
- Home Depot
- Hometrust Bancshares
- IBM
- Intercontinental Exchange
- Intuitive Surgical
- Johnson & Johnson
- Jones Lang LaSalle
- Kings Hawaiian
- Kaiser Permanente
- Lennar
- LexisNexis
- Lockheed Martin
- Macy’s
- NCR Atleos / Voyix
- Norfolk Southern
- Oracle
- Price FX
- Primerica, Inc.
- Publix Super Markets
- RaceTrac
- Reeves & Young
- Ryan Insurance
- Sherwin-Williams
- Southern Company
- State Farm
- Truist
- UKG
- UPS
- Verizon
- W.R. Berkley
- Walmart
- YUM Brands
- Zebra Technologies
Ready to Get Started?
Let’s turn your complex benefits package into a clear financial roadmap.
Our Specialties
Comprehensive Financial Planning
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Tax Planning
Business Planning
Education Planning