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Michael has come up through the ranks to become the next CEO of the medical device company where he has spent most of his career. He works hard and plays hard, as a single...
Non-Qualified Deferred Compensation
Terrance is apprehensive about stepping out and is seeking a methodical way to move forward. When he joined the company in 2007, he was long on talent and short on experience....
Angelo, the Senior Communications Executive of a technology company, lost his best friend when his wife Mary succumbed to cancer. Angelo recalled how time stood still when...
Living his best life in New York City, Paolo, 52, is a personable, fit and single statistician with a life sciences company. He loves living in Manhattan and when the weekend...
When they met in Toronto, Kiku and Scott were an average pair of 16-year old friends with part-time jobs. Love and marriage followed their college graduation, and eventually...
Long-term incentives and material success provide many protections. Two things remain beyond our control: predictions for the future and the fact that in the natural order,...
With a PhD in Engineering, the seasoned systems engineer brought his wife, Deena, her father and his mother from India on an H1B visa ten years ago with his employer in...
Victor* was ever the smartest kid in his class, even after his family immigrated to the US for his sophomore year. Bilingual, a whiz in math and keen to invest in the stock...
Valeria “Val”, 43, a rising sales leader for a large pharmaceutical company, was named vice president last year. She’s been a high company performer for years and is no...
When company ownership is in play, all assumptions are on the table as to the company’s future and the executive’s own employment. Marcus wondered if his...
Linda* wasn’t expecting to leave the cosmetics company where she’d worked for 18 years, the last six as senior vice president. Her position was eliminated...
The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments...
Life took an unwelcome turn when Liam suffered a heart attack at work. The hard-charging chief logistics officer for a pharmaceutical company accepted stress as part...
Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology...
Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor...
Forty-three and single, Lynn was just promoted to Chief Marketing Officer-Pacific Region. Her higher compensation qualifies her to participate in the company’s...
Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife,...
As Beverly nears her 60th birthday and the vesting of her performance awards, she plans to meet with her estate planning attorney to get her affairs in order. She...
Sid is considering using nonqualified stock options (NQSOs) to fund Aaron’s college costs. He has 2,000 shares that are exercisable at $50 per share. To exercise...
Eileen is the general counsel of a high-tech company. Her company was just acquired by an out-of-state company. The sad fact is that all headquarters personnel...
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© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex