the gast freeman troyer racen team
Strategies for Executives
As a successful executive…
Your life may seem to revolve around deadlines, reviewing countless reports, and the challenges unique to the leadership team of your organization. Undoubtedly, these commitments require discipline, focus, and a lot of your energy.
You also enjoy the richness of life™ that hard work brings – exploring hobbies, traveling to experience different cultures, sharing extraordinary opportunities with family and friends…Perhaps you want to take care of your loved ones and give back to your community – sharing your success for even greater impact.
Balancing your business commitments, family time, personal interests, and community involvement leaves time for little else.
Keeping your finances in order shouldn’t be another task on your long to-do list.
Moneta is an executive-focused advisory firm that allows you to focus on your career, family, and hobbies, by providing services customized to your needs such as:
Quarterly Estimated Tax Payments
Your Moneta team can easily send checks to the IRS right from your investment account.
Stock Option Tracking
Let the pros manage the details like grant of options, strike price, and the tax nuances.
Attorneys, CPAs, and CFPs
One call gains you access to professional advisors to help reach your goals.
Bill Pay Services
Your Moneta team can pay your credit card and other bills on your behalf.
401(k) Advice & Implementation
Grant access to your Moneta advisor to implement asset allocation, asset location, rebalancing, and analysis.
Life becomes more complicated over time, especially as your wealth grows. You deserve a team dedicated to being your family CFO.
The GFTR team’s comprehensive 360-degree wealth management process provides guidance based on defining your specific goals, hopes, and dreams. By working with our clients and their other trusted advisors, we gain clarity on priorities, goals, and obstacles. Together, we focus on achieving results.
Our passion is helping goal-driven executives protect, promote, and preserve the richness of life™ – giving you time to pursue what matters most.
