Financial Planning for American Express Executives

Turn Your AmEx Compensation & Benefits

into Retirement Income

We are here to help you:

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Optimize Your Corporate Compensation

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Organize Your
Finances

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Plan for Financial
Freedom

Facing Complex Retirement Income Decisions?

As an American Express executive approaching retirement, you may:

  • Face complex decisions on converting your AmEx AmEx Retirement Savings Plan (RSP), Long-Term Incentive Awards (LTIA), "Retirement Plan," and Retirement Restoration Plan (RRP) into a reliable income stream.

  • Feel uncertain about what your post-career life will look like.

  • Worry you won't be able to live the retirement you've envisioned.

We believe you should feel confident about your future when you've been so diligent about your company retirement plans and stock-based compensation.

Feel Confident About Your Retirement

Our goal is to help you:

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Maximize Compensation

Create a plan to get the
most from your stock-based
compensation and benefits.

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Organize your finances with a
comprehensive plan for
peace of mind.

Gain Clarity

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Know the steps to help
achieve your short- and long-
term goals.

Follow a Roadmap

Experienced Guidance for Executive Challenges

We understand how the demands of career and family can make it difficult to focus on the compensation issues that can impact your retirement options.

  • For over 20 years, Jeffrey Golden, CFP®, has been advising corporate executives and mid-level managers, including at American Express.

  • A CERTIFIED FINANCIAL PLANNER® practitioner since 2000, Jeff also holds a certification in Retirement Income Planning from The Wharton School’s Aresty Institute of Executive Education.

  • Jeff and his colleagues lead a boutique, independent Registered Investment Advisory firm managing over $700 million in assets.

Simplify Your Retirement Planning

For American Express executives, navigating the complex decisions around converting your AmEx RSP, RRP, and "Retirement Plan" into retirement income can leave you feeling uncertain about your post-career life. At Circle Advisers, Inc., we create an organized plan for your corporate compensation and benefits to help create the financial freedom to live retirement on your terms.

We are an independent Registered Investment Advisor based in New York City, working with mid- and high-level American Express executives approaching retirement. As you near this transition, understanding how to turn resources such as AmEx benefits, investment assets, and Social Security into steady retirement income is essential. You want to know that your finances are prepared so you can let go of the stress and simply look forward to a fulfilling retirement. We work with you to:

  • Eliminate the stress of uncertainty about your retirement.

  • Make informed decisions about your stock-based compensation and benefits.

  • Create a retirement income stream that incorporates all sources.

  • Execute and monitor your financial planning action items

  • Feel confident in your ability to live your best retirement.

Services

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Investment
Management

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Cash flow planning

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Estate
planning

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Insurance review
and analysis

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Tax
planning

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Stock option and
restricted stock planning

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Social Security and
Medicare planning

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Retirement
income
planning

How to Work With Us

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Step 1

Schedule an introductory "get to know each other" call.

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Step 2

Discuss your financial picture and goals, and our initial assessment.

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Step 3

Sign the client agreement to begin creating a plan for financial freedom in retirement.

Are We a Match?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are an American Express executive preparing for retirement.

  • Want an organized plan for your corporate compensation and benefits.

  • Seek an ongoing relationship with a financial advisor to help you stay on track with your financial goals.

Take the First Step — Schedule a Call!

Are you ready to stop feeling uncertain about your post-career life? Take the first step toward an organized plan for your AmEx compensation and benefits that helps give you the freedom to create the retirement you envision.

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