Insights
stockappreciationrights.pdfLooking for ways to reward key employees without giving up ownership of your company?
Stock Appreciation Rights (SARs) can provide employees with a benefit tied to the growth of your business—while allowing you to retain stock ownership.
If you’re a business owner exploring ways to attract, reward and retain key employees, take a few minutes to read the article and then let’s talk. Schedule a meeting with me to explore what may fit your goals. https://calendly.com/rich-gove/conversation-with-rich
stockplansemployeeperspective.pdfYour employee stock plan could be more valuable than you think!
From stock options to restricted stock and employee stock purchase plans, understanding your benefits can help you make more informed decisions about your financial future.
Take a few minutes to read the article to learn more about the different types of stock plans and what they could mean for you.
If you have questions about how your stock benefits fit into your overall financial strategy? Schedule a meeting with me to discuss your goals and next steps.
Schedule here: https://calendly.com/rich-gove/conversation-with-rich
See thrivent.com/social for important disclosures
specialplanningforexecutives.pdfIs your compensation package working as hard as you are?
For executives, compensation can go far beyond salary. Bonuses, stock options, deferred compensation, and other benefits can all play a role in your financial future.
Read the article to explore key planning considerations for executives.
Want to understand how these decisions fit into your bigger financial picture? Schedule a meeting with me to discuss your goals and explore your planning opportunities.
Access my calendar here: https://calendly.com/rich-gove/conversation-with-rich
See thrivent.com/social for important disclosures
reviewestateplan.pdfWhen was the last time you reviewed your estate plan?
Life changes, and your estate plan should keep pace! From family milestones to retirement and changes in your financial picture, a periodic review can help ensure your plan still reflects your wishes and the legacy you want to leave.
Read this article to learn when it may be time for a review.
Ready to take the next step? Schedule a meeting with me to discuss your financial goals and how your estate plan fits into the bigger picture.
To access my calendar visit: https://calendly.com/rich-gove/conversation-with-rich
See thrivent.com/social for important disclosures
stepstoestateplanningsuccess.pdfIs your estate plan ready for the future?
Estate planning isn’t just about what happens after you’re gone, it’s about making thoughtful decisions today to help protect the people and things that matter most.
This article, “Steps to Estate Planning Success,” offers helpful considerations to keep in mind as you build or review your plan.
Take a few minutes to read it, and if you’d like to talk through your own goals, let’s connect. Schedule a meeting with me today. https://calendly.com/rich-gove/conversation-with-rich
familylimitedpartnership.pdfCould a Family Limited Partnership (FLP) be part of your business succession plan?
For business owners thinking about the future, an FLP may offer ways to transfer ownership to the next generation while maintaining control and supporting long-term family ownership.
If you’re thinking about succession, legacy, or how to transition your business to the next generation, I’d be happy to talk through your goals.
Read the article, then let’s connect. Schedule a meeting with me to start the conversation.
To access my calendar visit: https://calendly.com/rich-gove/conversation-with-rich
buysellagreements.pdfWhat happens to your business if the unexpected happens?
A well-designed buy-sell agreement can help create a smoother transition, protect business owners and their families, and provide a clear plan for the future.
Read the article to learn more, and if you’re a business owner, schedule a meeting with me. Let’s talk about your succession plan and make sure you’re prepared for what’s next.
To schedule visit: https://calendly.com/rich-gove/conversation-with-rich
privateannuitybusinesssuccessionplanning.pdfWhat if you could transition your business to the next generation while creating a stream of lifetime income for yourself?
Read the article to learn more, and if you’re thinking about the future of your business, schedule a meeting with me. Let’s talk about your options.
To schedule visit: https://calendly.com/rich-gove/conversation-with-rich
planningforsuccessionofbusinessinterest.pdfYour business is one of your biggest assets. What happens to it when you’re ready to step away?
Business succession planning isn’t just about retirement—it’s about preparing for the unexpected and creating a clear path for the future.
Take a few minutes to read this article, then let’s talk. If you’re thinking about the future of your business, schedule a meeting with me to explore your options and start planning for what’s next.
To schedule visit: https://calendly.com/rich-gove/conversation-with-rich
09-11-26bondmarketvolatility.pdfCould higher yields create new opportunities for investors? This quick read breaks down what’s happening and what it could mean for you. Check it out!