Todd Hatfield

Background

About Todd Hatfield

Todd N. Hatfield is dedicated to working exclusively with corporate executives and their families. While you are busy managing your company’s future, Todd and his team focus on helping you plan for yours by: • Seeking to align your corporate wealth building tools and benefits with your personal financial goals • Working with your professional network of advisors to help estate planning and tax management strategies • Striving to deliver a time efficient process to monitor and review your wealth planning goals As a corporate executive, you may face many complex challenges. Often, the demands of your job may leave you little time to focus on your personal financial plan. Todd understands these complexities and has the experience to help combine many issues into a comprehensive strategy designed to help achieve your short-term and long-term financial goals. Being employed at a publicly traded company, you face unique challenges when creating and managing your personal financial plan. Issues such as stock option planning, regulatory and company trading restrictions, and concentrations in company stock are very common. Some of the strategies can be complicated, requiring navigation through various legal, tax and estate planning concepts. Todd and his team work to help determine which planning techniques and strategies can be implemented to help pursue your long-term financial objectives. While you are busy managing your company’s future, let us help plan for yours. Areas of focus: Focus on concentrated stock positions and equity compensation. We work with executive officers on risk management, estate planning strategies and charitable giving.