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?
