MARGIN
Most executives feel paralyzed about making financial mistakes that will keep them working longer than they want.
At MARGIN, we take the burden of analyzing the options, taxes, and risk off executives’ shoulders allowing them to make work optional sooner so they can pursue their new purpose.
Before working with us, many executives don’t understand all the risks and benefits. There is hardly any education available and little time to understand these complicated and risky plans.
We work closely with executives to help them:
--Coordinate their financial areas in less time than they might have done on their own
--Achieve better after-tax returns
--Know when they can afford to exit and pursue their new purpose
--Make informed decisions about their deferred compensation plan and executive benefits, so they don't have to worry about mistakes
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.