Eric Minor is a Financial Advisor with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achieve their personal-financial goals with his unique approach tailored towards the career journey of Executives & Individuals. His expertise lies in helping individuals identify their primary risks in retirement and structuring a proc
ess to help them avoid market downturns while protecting their life savings. Are you an Executive or Professional who has been laser focused on your career and have not had a chance to look at your overall financial future? Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position. Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedom goals. As a result, they unintentionally end up working more years than they planned to before retirement. Have you thought about the following:
►Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?
►Do you know how to manage income prior to 59 1/2?
►What are the different ways I can be taxed on company stock compensation?
►If you lost your job today (executives have the highest churn), how much in savings do you have and how does this impact your retirement plan?
►Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn? These are some of the many questions that Eric can help you solve. Avoid: “Being a Top Performer, earning a high income, but still retiring late due to lack of proper financial planning…”
If you need help with this, feel free to reach out at [email protected]
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