Colleen Betzler
Brinton Eaton is a wealth advisory firm that serves corporate executives, professionals, entrepreneurs and retirees. We help clients to protect, grow, administer and ultimately transfer their legacies through integrated financial planning, income tax and estate planning, investment management and family office services.
Many of our clients are highly compensated corporate executives who often face a sophisticated set of financial rules within their organizations. One of our key roles is to help them understand the implications of these rules on each and every one of their tax and retirement decisions.
To address these issues, you could expect to hear me ask questions such as:
• Is your compensation plan unique to the organization?
• Do you qualify for the executive savings plan?
• What options or warrants do you have, and what are the pertinent dates around those benefits?
• When do you plan on retiring?
Each executive receives attentive service from an integrated team of advisors – which may include a certified financial analyst, financial planner, accountant and attorney – who, together, review the details of all of the applicable benefits packages as well as the client’s personal and family goals. Our objective is to provide our clients with the best information possible, even given unique sets of circumstances.
In addition to executives and highly compensated individuals, I have the pleasure of providing services to retirees and multi-generational families. I enjoy coordinating the different elements of financial planning, investment strategy, income and estate tax planning into a clear plan and following through with the implementation. This can include serving as executor when needed.