Corporate Professionals and Executives

Building Your Wealth Inside Corporate America, and then Transitioning Out

Working in corporate America means running at an often unsustainably fast pace. How do you find time to manage your career, your family, your money, and give each the right amount of attention?

 

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While you spend your time working, your money should work with you

Our book, Building Your Wealth Inside Corporate America can help you figure out your finances as a corporate professional.

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Corporate professionals and executives from over 300 companies have chosen Brightworth

Select a company logo to learn more about how we help employees at some of these companies. 

 

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The Changing Financial Landscape

The gold watch and the pension are no longer a given in the 21st century. Brightworth’s Lisa Brown was interviewed by Financial Advisor Magazine at their recent Invest in Women conference, and shares her thoughts on how today’s professionals and executives should approach retirement.

WATCH HERE

Ray Padron and Lisa Brown

Welcome from Ray Padrón and Lisa Brown

Welcome to Brightworth! We're glad you're here. After more than 30 years working with corporate professionals and executives from Fortune 500 companies across the U.S.A., we know and understand what has brought you here. How do you find the time to manage your finances wisely? That's where we come in.

WATCH HERE

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Planning to Retire in 3 Years? Here's What Senior Level Executives Need to Do Now

From deferred compensation and stock options to backdoor Roths and long-term care insurance, there’s a lot to think about before you get your gold watch.

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Our Webinars

Which Pension Option is Right for Me?

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

WATCH HERE

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Choosing Between Job Offers

Financial experts Tom Presley and Bud Boland share tips on selecting the best job offer in today's competitive corporate environment.

WATCH HERE

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Tax Tips for 2021 and Beyond

Join father/son CPA duo and tax experts Ryan and Harold Halpern for a concise 30-minute presentation on ways to help reduce taxes for 2021, and what working professionals should be doing today if tax rates rise.

WATCH HERE


 

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Managing Your Compensation and Taxes

You have a myriad of compensation and benefits plans at your company. Do you have a strategy to maximize them without getting clobbered with taxes?

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Losing or Leaving Your Job

What should you do if you’re laid off or offered a severance package? And when is the right time to get out of the fast lane? The decisions you make can affect you for years. 

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Your Retirement and Your Family

Someday you’ll be enjoying more free time but with no paycheck. How can you plan now for that day, and for your family’s well-being after you’re gone? 

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Are you relocating to Georgia with your company?

Read our white paper for financial, tax, and lifestyle tips for corporate professionals. 

READ AND DOWNLOAD

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Are you relocating to North Carolina with your company?

Read our white paper for financial, tax, and lifestyle tips for corporate professionals. 

READ AND DOWNLOAD

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5 Financial Matters to Consider When Moving to a New State

Whether you're relocating for work or another reason, take these financial and tax strategies into account before packing up.

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Have questions?
Want to learn more about our team?

The team at Brightworth has decades of experience helping busy corporate professionals and executives navigate the complexities of their company compensation and benefits plans. We work hard to understand what is important to you, and how to map the complexities you face with meeting your financial and life goals. 

Click to learn more about our specialists and to read the frequently asked questions.

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