Financial Planning for Executives
Enjoy Today's Comfortable Lifestyle in Tomorrow's Retirement
We are here to help you:
Maintain Your Current Lifestyle in Retirement
Get a Grasp on Your Complex Financial Picture
Fully Optimize Your Income and Benefits
Stop Worrying About Whether You're Making the Right Financial Decisions
As an executive with a complex financial situation, you may feel:
Confused about how the financial pieces will fit together for your retirement
Worried about whether you’re making the best financial decisions
Concerned that you lack control over your future
We believe people who have reached your level of career success should feel confident you are making the right decisions for your retirement.
Take Control of Your Finances and Future
Our goal is to help you:
See the big picture: Put the financial pieces together to illuminate your direction.
Take the reins: Understand your options and make confident retirement decisions.
Get strategic: Build a plan that incorporates your 401(k), deferred comp, and executive compensation.
We Understand How Difficult It Can Be to Get a Grasp on Your Finances When Your Picture Is Complicated
We have over 30 years of experience helping executives use all their financial pieces—including 401(k), deferred comp, and equity compensation—to get and stay on track for retirement.
We manage over $1 billion in assets for approximately 500 clients.
We have a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals working on your behalf.
Financial Planning Guidance for the Retirement Executives Seek
As an executive, you have created a comfortable life for your family and yourself—but can you afford that lifestyle when you retire? Even though you have been saving into your company 401(k) and deferred comp for years, you’re wondering if it will be enough.
What you need is clarity, but that’s hard to find when your financial picture is so complicated. You need to know how it all comes together so you can be sure your decisions are creating the retirement you desire.
At Burton Enright Welch, we help executives continue the lifestyle they have worked decades to create. Based in Walnut Creek, California, we are a Registered Investment Advisor providing wealth management to help you feel assured you can retire when you want to. Our team of CFP® professionals can help:
Put the financial pieces together to illuminate your direction
Create a retirement plan that incorporates all your financial resources
Fully optimize your compensation and benefits
Make any necessary adjustments to get on track while you are still working
Incorporate tax planning in all areas of your wealth
Build an investment portfolio to help you meet your goals and mitigate your risk
How to Work With Us
1. Schedule a Connect Meeting
We will discuss your concerns, how we’ll work together, and whether we are a fit.
2. Sign our Advisory Agreement
Officially start our partnership so that we can begin crafting your financial plan.
3. Attend a Strategy Meeting
We'll discuss our recommendations and proposed strategy to help move you closer to the future you want.
Are We a Match?
You want to partner with a financial planner whose expertise is working with people just like you. We may be a good fit if you:
Are an executive seeking the big picture of your finances, including executive compensation and benefits, to help create a successful retirement with the same comfortable lifestyle you enjoy today
Want a long-term relationship with a CFP® professional to provide ongoing financial planning and investment management
Have investable assets of more than $500,000
Take the First Step—Schedule a Call!
Are you ready to stop worrying about whether you’re losing control over your future because you don't know what decisions you should make? Take the first step to feeling confident you have fully optimized your income and benefits to create the same lifestyle in retirement you enjoy today. Schedule an introductory call.
