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?

 

CLICK TO SCHEDULE A FREE 30-MINUTE CONSULTATION

 


 

coke logo

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.

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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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Lisa brown speaking

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

executive in office

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

father, son, and grandchild

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. 

WATCH HERE

business woman in her home office

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. 

WATCH HERE

doing taxes

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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holding belongings

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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grandfather and granddaughter baking

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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moving house

Are you relocating to Georgia with your company?

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

READ AND DOWNLOAD

charlotte north carolina

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

family unpacking house

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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