Financial Planning for Executives
Because successful employees create successful businesses.
As a leader in your field, you understand the importance of having a qualified, motivated team supporting your efforts. At JNBA, our financial advisors serve as a trusted extension of that team, providing customized wealth management solutions to help you and your business meet financial goals, retain top talent, and plan confidently for the future.
Executive Financial Planning
Great team members are a company’s most valuable asset, and your ability to attract and retain quality employees is vital to the future success of your business. Plus, you likely want to support not only your employees’ professional achievements, but also their personal success.
At JNBA, we help your employees achieve financial success. We begin by working with your human resources team to gain an in-depth understanding of your company compensation and benefit plans. We use this information to help executives navigate and optimize their pay and benefits, including:
- Stock options and company shares
- Deferred compensation plans
- Retirement plan strategies
- Health and insurance benefits
- Income tax planning
- Bonuses and performance incentives
We then work to develop comprehensive financial life plans to help set your employees up for long-term success and reduce the amount of financial stress in their lives.
The benefit of offering these financial planning services isn’t only for employees. By providing your team with a path toward financial independence, you allow them to focus on their roles within the company, with a clear understanding and appreciation of all the benefits you provide. That’s a win-win for both you and your employees.
To learn more about our corporate executive financial planning services, talk to JNBA today.
Financial Planning for Executives FAQs
Why do executives need specialized financial planning?
Corporate executives and their leadership team often face unique financial challenges, such as equity compensation, deferred income, and bonus structures, which require a deeper level of planning to ensure compliance and financial clarity.
What makes JNBA different from other business-focused financial advisors?
At JNBA, we offer personalized, fiduciary guidance with no product sales. Our team works with your executives and leadership team to develop the financial plans that leverage the benefits your company provides so they can see the real impact these opportunities can make in their lives.
How does JNBA help with managing financial risk?
Our team assesses potential risks to your wealth, including market volatility, tax changes, and unexpected life events, and then develops strategies like diversification and insurance to protect your financial future.
Defined Contribution Plans
Invested in you.
Invested in your business.
Invested in your employees.
Your ability to attract and retain employees is vital to the future success of your business, and offering a competitive retirement plan is an important differentiator when competing for top talent.
As your co-fiduciary, we work with your management team and advise on plan investments, review plan fees, and provide education to plan participants.
As with everything we do, our approach is driven by our commitment to advocacy. We serve as an advocate for both you and your employees by providing ongoing plan review and transparency. We work to improve your employees’ retirement outcomes, enhance your company culture, and help you stand out as a leading employer. Because when your employees succeed, you succeed.
Our fiduciary investment management approach includes:
An open architecture approach to investing
- We provide access to a virtually unlimited universe of investment options, spanning multiple asset classes and vehicle types.
- Our open architecture approach means that we are free to provide independent, unbiased advice as we are not tied to any investment company, fund, or product.
- We actively select and monitor investments to help ensure plan participants have access to top investment managers across a wide range of asset classes.
Fee transparency
- Our fee structure is transparent, reasonable, fair, and competitive in the marketplace.
- As a fee-only fiduciary advisor, our costs are completely transparent so you always know exactly what you’re paying for and why.
Employee education
- We provide educational seminars to meet the needs of employees at every level of your organization and at every stage of life. Topics include the basics of retirement planning, asset allocation and diversification strategies, the value of participation, estate planning, insurance, and more.
- We offer quarterly market updates to keep you and your employees up to date on recent economic trends, market activity, changes to tax laws, and how these developments may impact financial goals.
