Corporate and Executive Services
At Creative Planning, we provide clients with the best possible path to wealth accumulation, retention and transfer of assets. We do this by creating and implementing strategies unique to your goals.
We partner with corporate executives to make wise decisions about their executive benefits.
We do this by helping executives and corporate leaders reach their personal and financial goals and achieve what’s most important to them and their families.
- Base Salary
- Annual Incentive / Bonus
- Long-Term Incentive
Retirement Plans
- Pensions
- Cash Balance Plan
Defined Contribution Plans
- 401(k)
- Deferred Compensation Plan
Insurance Plans
- Health
- Disability
- Long-Term Care
- Life
Stock Compensation Plans
- Stock Options
- Restricted Stock Units
- Performance Stock Units
Additional Services Offered
- Charitable Gift Coordination
- Financial Planning Reimbursement
- Stock-Holding Requirements
- Repatriation / Expatriation Planning
- Transition Planning
- Reportable Officers
