EXECUTIVES

As an executive, you have achieved one of the top positions in your company. With this hard work typically comes an increased financial capacity, as well as corporate demands that never stop, and limited time to address your financial security we will guide you through important questions:

  • I have been contributing to my 401k, but as a % of my salary this a very small piece of the pie, and I know I need to save more money for retirement. Where is the best place to supplement saving for my financial independence?
  • A good portion of my net worth is tied up in company stock. The same company is also giving me the biggest asset I have: my income. How do I diversify properly and time this strategically without getting crushed with taxes?
  • How do I plan around restricted stock tax efficiently, and diversify without causing political unrest in my company?
  • My company offers non-qualified retirement plans, but I do not understand how they work or if I should take advantage of them?

We look forward to partnering with you to affirm very detailed and thought out decisions that will secure your financial future.

 

We are passionate about looking at your total financial picture as one plan to ensure everything is working together in harmony to support your goals.

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck