- F.L. Putnam And Financial Focus, Inc.
- Our Services
- Who We Help
- Emoney Client Login
Executives & Directors
George is the COO of corporation XYZ. He is in his late 50's, married with two children. His spouse, Mary, is a CPA. Their combined income puts them well into the top bracket. His stock options are extensive with many different grants and exercise schedules. This couple has worked hard and played hard, spending a majority of their income on personal real estate, great vacations and cars. We organized George's stock options and provided an executive strategy based on the current price of the company. We developed a savings strategy to offset their illiquid assets. Since they did not have an estate plan, we introduced them to an established estate-planning firm to develop a strategy for protecting assets and carrying out their estate objectives. George and Mary feel better prepared should early retirement come their way unexpectedly.