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Business Owner and Executive Services

At Moore Wealth, we are well-versed in the multitude of variables inherent in financial planning and wealth management for business owners and corporate executives.  This includes tax mitigation strategies, performance-based compensation, corporate equity interests, contract considerations, sophisticated benefit packages, and complex investment portfolios.

Business Owner Services

  • Tax mitigation strategies during working years
  • Tax efficient income stream strategies during retirement 
  • Executive Compensation
  • Non-Qualified Deferred Compensation Plans
  • Retirement Plans
  • Succession Planning
  • Exit Strategy Planning
  • Risk Management
  • Philanthropic Planning
  • Executive benefit programs that: attract, motivate, reward, and retain key employees

 

Executive Services

  • Retirement Planning
  • Non-Qualified Deferred Compensation Plans
  • Equity Interest Modeling
  • Executive/Corporate benefits
  • Key Person Insurance

A word from our founder:

“Our experience, combined with a data-driven approach, balances these variables and develops an individualized financial plan that considers: lifestyle, career trajectory, philanthropic goals, retirement, and legacy goals.”

– Shabri Moore, CFP®, AIF®, Principal and Founder

Are you looking for a reliable, independent financial planning and wealth management firm to handle the complexities of your compensation, benefits, and portfolio?

Neither Moore Wealth, Inc nor Commonwealth provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.