Executive Financial Planning – C-Suite Planning™

27 May

Executive Financial Planning, Exit Planning

How The Wealthy Use Life Insurance To Create Tax-Free Income

June 24, 2022
Posted by Jon Peyton

In a world filled with so much uncertainty we tend to hold on to everything we feel, or believe, is certain. These points of certainty ...

13 May

Executive Financial Planning, Exit Planning

How To Avoid The Exit Planning Mistake Over 80% of Entrepreneurs Make

June 25, 2022
Posted by Jon Peyton

A fallacy almost every entrepreneur experiences at some point in their journey is the belief they are invincible. Maybe they do not ope...

29 Apr

Divorce Financial Planning, Executive Financial Planning, Special Needs Financial Planning

Can Term Life Insurance Save A Life?

June 24, 2022
Posted by Jon Peyton

Planning for the future can be a fun activity. Hopes and dreams can be explored. Goals and aspirations can be mapped out. The impossibi...

22 Apr

Executive Financial Planning, Exit Planning

How To Fund A Buy Sell Agreement

June 21, 2022
Posted by Jon Peyton

In a perfect world everything goes smoothly. You start with an idea, you spend time building a revolutionary product, your product solv...

15 Apr

Executive Financial Planning

Budget in Disarray, Child on the Way!

June 16, 2022
Posted by Jake Smejkal

There are so many life events that trigger emotion that correspond with action. Graduation from college, a beautiful wedding day, purch...

08 Apr

Executive Financial Planning, Special Needs Financial Planning

Invincible To Exposed The Reason For Disability Insurance

June 7, 2022
Posted by Jake Smejkal

Often times when I am talking with experienced entrepreneurs and executives I get a sense that they live as if they were Invincible. No...

01 Apr

Executive Financial Planning

Is Long Term Care Insurance Right For You?

June 7, 2022
Posted by Jon Peyton

How many of you have actually thought about your final years? If you are like most people, then you probably haven't. It's understand...

25 Mar

Divorce Financial Planning, Executive Financial Planning

Comparison: Divorce Financial Planning vs Traditional Financial Planning

June 7, 2022
Posted by Jon Peyton

It’s over. The process is complete. You are now divorced. What do you do next? Outside of the potential celebration, it is time to get ...

18 Mar

Executive Financial Planning

Part 2: The Secrets of Restricted Stock

June 7, 2022
Posted by Jon Peyton

In part 1 of our two part series we explored, at a high level, the differences between the stock option plans, incentive stock options,...

25 Feb

Executive Financial Planning

Part 1: The Secrets of Stock Options

June 7, 2022
Posted by Jon Peyton

Climbing the corporate ladder can be a rewarding, challenging, and amazing feeling. While there will certainly be a few extra headaches...

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