Our Customized Services

Corporate Executive Solutions

As a corporate executive, you understand how important planning is to running a successful business. The same is true for your personal financial life.

Our team will review all of your options regarding the following:
  • Company Benefits
  • Employee Stock Options
  • Stock Re-purchases
  • Retirement Plans

We can assist you in analyzing the wide range of company benefits offered to you and incorporating them into your financial plan.

At Fitzwilliams Financial we understand that corporate executives and key employees have limited time to organize and maximize their corporate benefits. While these benefit packages are extremely valuable, often they are complex and complicated. Our program encourages these executives and key employees to take full advantage of all the features and benefits available to them through their companies. We focus on implementing these strategies while helping decrease their involvement, effort, and time spent doing so.