EXECUTIVES
With specialized expertise in executive compensation, stock options, and retirement planning, we help executives plan for long-term success, optimize their wealth, and navigate complex financial decisions.
Your leadership drives success - your financial strategy should do the same. With complex compensation structures, tax considerations, and long-term wealth goals, you need a plan that optimizes every opportunity while protecting your future.
Maximizing Executive Compensation
Stock options, deferred compensation, and performance bonuses require a strategic approach. A well-crafted plan can help to ensure you maximize earnings while managing tax implications and liquidity.
Protecting Your Wealth
Your financial success should translate into lasting security. Diversification, risk management, and proactive investment strategies ensure your wealth stays on track while protecting against potential market volatility.
Planning for Life Beyond the C-Suite
Whether you’re preparing for early retirement, a career transition, or board opportunities, a well-structured financial strategy ensures you’re financially independent and positioned for what comes next.
Tax-Efficient Wealth Strategies
High incomes often come with high tax burdens. Smart tax planning helps you optimize deductions, defer income strategically, and leverage tax-efficient investments to keep more of what you earn.
Balancing Career, Family & Legacy
With a demanding career, your financial plan should work seamlessly in the background. Whether planning for your family’s future, philanthropic giving, or estate strategies, your wealth should reflect your values and long-term vision.
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Wichita, KS
Serving Families Across the USA
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Jason Craine is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Cedar+Sevens, LLC is a licensed insurance agency. Cedar+Sevens, LLC, Cedar+Sevens Private Wealth, Cedar+Sevens Private Assurance, Cedar+Sevens Family Transitions, and Cedar+Sevens Legacy Suite are business names used for marketing purposes only and are not separately registered as investment advisor firms. All advisory services are offered through Savvy Advisors. Cedar+Sevens Private Assurance is a business name used for marketing insurance products through Highland Capital Brokerage. Highland Capital Brokerage is not related to or affiliated with Savvy Advisors. Savvy Advisors is not an insurance brokerage. Cedar+Sevens Legacy Suite provides access to wealth.com, a digital estate planning platform which guides clients to draft their own estate planning documents. Cedar+Sevens Legacy Suite does not provide legal advice. Wealth.com and Savvy Advisors are not related or affiliated, nor does Savvy Advisors offer legal advice. Cedar+Sevens Family Transitions is a business name used for offering collaborative divorce arrangements. This activity is also outside of Savvy Advisors. To learn more about Jason Craine's outside business activities and conflicts of interest, you may request a copy of his ADV Part 2B by contacting Savvy: lisandra.wilmott@savvywealth.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.