Career success brings financial complexity. Stock options, deferred compensation, pension plans—each decision carries tax implications, investment opportunities, and long-term wealth considerations. At Dumitru Flanagan & Associates, we cut through the noise, building financial strategies that turn high income into lasting security.
Strategic wealth planning that moves with you
Your career evolves. So should your financial plan. We ensure your wealth adapts, leveraging smart investment moves, tax efficiency, and risk management strategies that protect what you’ve built.
- Stock options & equity compensation - Maximize the value of stock grants, RSUs, and options while managing tax exposure and liquidity.
- Tax optimization - Executive compensation often comes with hidden tax burdens. We structure your plan to reduce unnecessary tax drag and keep more of your earnings working for you.
- Investment strategies for high-income earners - A high salary isn’t enough. We align your portfolio with long-term wealth goals, balancing risk, growth, and liquidity.
Retirement planning that starts now
An executive career doesn’t always follow a straight path. Whether planning an early exit, transitioning to board roles, or exploring new ventures, we structure financial independence on your terms.
- Deferred compensation & pension structuring - We ensure your retirement benefits integrate seamlessly into your overall financial strategy.
- Wealth preservation & legacy planning - Protecting your assets is just as critical as growing them. We build strategies that secure your wealth across generations.