Executive Solutions

Many of our clients have had successful careers in an executive role with a number of Fortune 500 companies. These types of careers present a very unique set of financial needs and concerns. Our firm has expertise in a number of specific areas for this segment of our clientele:

Stock option planning (NQ’s and ISO’s)
Employee benefits planning (401k, health, HSA, charitable, etc.)
Pension payout and structuring strategies
Non-qualified deferred compensation planning
Executive bonus plans (Bank Financed)

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Discover the Power of Informed Decisions with Our Newsletter.

Stay ahead in financial planning, executive solutions, and business financial services.

Subscribe now to receive valuable insights, expert tips, and industry updates directly in your inbox.

McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.