ExecutiveEdge™

ExecutiveEdgeTM — Executive Financial Planning by Valley National Financial Advisors offer objective, independent and highly personalized financial planning advice.

Business executives know the unique challenge of balancing their business and personal responsibilities and navigating through today’s economy while planning for tomorrow’s retirement. This can create added stress that affects their inspiration and productivity on the job.

Jaclyn Cornelius & Rodman Young - ExecutiveEdge Financial Advisors

Financial Advisors Jaclyn Cornelius, CFP®, EA & Rodman Young, CPA/PFS, CFP®

ExecutiveEdgeTM — Executive Financial Planning by Valley National Financial Advisors is a key resource to companies that want to enhance their value and help their executives achieve greater work-financial-life balance through objective, independent, highly personalized financial planning.

Our executive financial planning team works alongside company human resources and executives to carefully understand the executive benefit programs in order to fully maximize the benefits of the package as it applies to each individual.

Advisors offer objective, independent and highly personalized financial planning advice and strategies for estate planning, investment planning, income tax preparation and planning, college funding, risk management, and long-term cash flow/retirement planning.

The ExecutiveEdgeTM team is passionate about helping each client achieve their dreams.

ExecutiveEdgeTM financial planning includes personalized considerations for all aspects of your financial future, including company-specific benefits.

Maximize benefit opportunities to create more stable and comfortable tomorrows.

  • Retirement
  • Cash Flow
  • Education Funding
  • Risk Management
  • Income Tax Planning (current & future)

Corporate Benefits, which may include:

  • Maximize value of stock-based compensation programs, such as…
    – Stock options
    – Restricted stock
    – Phantom stock
    – Employee Stock Purchase Plans (ESPP)
  • Non-qualified deferred compensation programs, such as…
    – Distribution and tax planning
    – 409A issues
  • Company stock diversification
  • Pension plans

For more information about our ExecutiveEdge services, please contact us online or call 610-868-9000.

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