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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Are you affected by the Coca-Cola severance offer?
Now is the time to get your finances in order. If you’re receiving the new Coca-Cola severance offer, you’re facing a big decision and will want to act quickly.
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.
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.
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.
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.
Our Webinars
How will your heirs inherit your 401(k)? Estate Planning for Busy Executives
The experts at Brightworth discuss three estate planning mistakes busy executives make with their 401(k) plan, stock options, deferred compensation accounts, and more.
When Should I Exercise My Company Stock Options?
The experts at Brightworth help you answer your questions about when and how to exercise your company stock options. Hear from wealth advisors Lisa Brown, Tom Presley, and Wesley Wood.
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?
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.
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?
Are you relocating to Georgia with your company?
Read our white paper for financial, tax, and lifestyle tips for corporate professionals.
Are you relocating to North Carolina with your company?
Read our white paper for financial, tax, and lifestyle tips for corporate professionals.
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.
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.