Broker Check

Business Owner/Executive Planning

Financial planning for highly compensated executives

The financial planning needs of high-net-worth executives are unique. As net worth increases, so does the level of complexity in planning.  And while having a generous compensation and benefits package is one of the many perks of being an executive, they also tend to be complicated and often overwhelming.  

Lincoln Financial Network, an independent broker-dealer with a national network of financial professionals, has a select group of financial advisors who are dedicated to providing financial planning to corporate executives. Chosen from a large pool of financial planning professionals across the country, Karen and Anthony along with a select group of Lincoln Financial Advisors, are experienced specialists who have the knowledge, skills and expertise to help guide your financial planning decisions toward achieving your ultimate financial goals.  

Personalized service with access to a national network

With a national footprint, Lincoln Executive Consulting provides support through a group of highly qualified advisors across the country - delivering a customized, yet consistent, planning approach to corporate executives.  Today our network includes:

  •   500+ Certified Financial Planning Practitioners (CFP®)
  •   300+ Chartered Retirement Planning Counselors (CRPC®)
  •   90+ advisors, who have received additional training to best service highly affluent employees

Supported by the national planning team

The national planning team is staffed with experienced, credentialed professionals with outstanding intellectual capital in all areas of financial planning. The planning team is one of the largest networks in the industry dedicated to supporting our advisors with their client’s financial planning needs.

Staffed with approximately 50 professionals (including JDs*, CFP®s, CFAs, and CPAs*) across the country.

The national design attorneys support case designs involving sophisticated legal, tax, insurance, business, and legislative issues.

Directors of planning & case managers provide advanced case design, consultations, and analytical support.

Compensation and benefits package analysis + financial planning

Our financial planning process puts the emphasis on you and your needs, not on a pre-packaged set of solutions or ideas.  We help you leverage your company stock options, awards, deferred compensation, pension, and other compensation perks and integrate them into a meaningful financial plan.

"We help you leverage your company stock options, stock options,
awards, deferred compensation, pension and other
compensation perks and integrate them into a meaningful
financial plan."

Karen and Anthony will also work in collaboration with other advisors – such as attorneys and accountants to take your financial planning to the next level as needed.  Working together helps to ensure that all pieces of your financial plan are working as effectively and efficiently as possible.