Executives have a unique relationship to risk.

  • Having a concentrated position in your company’s stock or options, as well as periodic bonuses and various forms of deferred compensation, will complicate your approach to investing, investment risk, and planning your retirement.
  • Do you know your options for managing a concentrated position?
  • How does timing your deferred compensation payments with pension and social security affect your retirement?

Retirement Guide for Executives

Funding your retirement is a complex task. The Retirement Guide for Executives poses important questions that help simplify your image of retirement and clarify your next steps to prepare for the transition.

Have you considered all the factors that complicate your retirement plan?


Check out our Quarterly Advice4Life Blog where we give you insights and case studies of how we’ve helped people just like you.

When your assets include deferred compensation, stock options, and a concentrated position in your company, retirement planning is not a simple task. The focus of our multi-faceted team is to ensure you have what you need for retirement.

Michael Donnan, CLTC, FIC

Wealth Manager

Contact Us

We’re happy to speak to you personally about your unique situation.

Oshkosh Office

530 N Koeller Street, Oshkosh, WI 54902

(920) 233-4650


Appleton Office

4351 West College Ave, Suite 110, Appleton, WI 54914

(920) 735-9800


Milwaukee Office

11414 W Park Place, Suite 202, Milwaukee, WI 53224

(262) 253-1695


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