What We Do

what we do

Executive Compensation Planning

Maximizing wealth based on publicly traded company stock requires professional services you may not see elsewhere. If you receive this type of compensation, you can be assured that every service we offer is based on a thorough understanding of your plan’s benefits and risks. The result is a multitude of benefits that radiate through everything we do and how we do it. Taking this approach beyond our office walls, we take into consideration all of your assets and work as a team with your accountants and attorneys to help you minimize your risk and maximize your wealth.

EQUITY Compensation PLANNING

Stock Option Planning
Net Unrealized Appreciation (NUA) Analysis
Pension Plan Review
Restricted Stock Evaluation

Deferred Compensation Income Planning

Maximize Company Sponsored Benefits

TRADITIONAL Financial Planning

Cash Flow Planning
Investment Planning
Multi-Generational and Estate Planning Strategies
Tax Advantaged Strategies
Charitable Gifting Strategies

Our specialized services are particularly applicable to executives and their families.
To find out which ones are specifically relevant to you, let’s talk. We’re available in person – at our office or yours – and virtually by Microsoft Teams to discuss your situation and how we Can Help.

InfoMagisWA@MagisWA.com | 216-591-2315

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