Douglas Mock

About Douglas Mock

Executives, envision the next 5-10 years as your prime window for wealth growth. I specialize in optimizing Exec Compensation plans (Stock awards, stock options, Executive Savings Plans also known as deferred comp) and your 401(k) to minimize taxes and maximize wealth creation and retirement assets using my proprietary ETW plan. I have over 30 years of experience in the tax, retirement, and financial planning arena. I am a Certified Financial Planner™ and a Certified Financial Fiduciary. Before partnering with me, my clients felt: Overwhelmed and sometimes unsure with the tax laws and financial decisions they must make every year. Confused to defer or not to defer their salary, bonus, and stock awards – (if stock awards are available to defer in your plan) Frustrated as their income goes up, they get pushed into higher and more painful tax brackets.I understand that Executives are tired of: Worrying that the next stock market correction will blow up their financial plan. Not having the free time or perhaps the interest to adequately learn the ins and outs of tax and retirement planning. Wondering how to use Roth 401(k) and Roth IRA to diversify their tax strategy with tax-free income (if all the rules are followed correctly).After the first month of implementing my ETW plan, they’re able to:🟢 Feel at ease with the tax and wealth strategies we developed together🟢 Be confident they have a plan that helps them with better tax management🟢 See they have someone in their corner they can trust to get timely advice How can I help with Executive Comp Plans and Tax Planning? You’re in the business of managing people and tasks, solving problems, and delegating to others. Let me take this burden off your task list and allow you to focus on the things that are more important to you family, hobbies, healthy living, recreation or whatever brings you happiness. That’s where I come into play. I am here to be your personal Executive Benefit Maximizer and Tax Reduction guide. Feel free to reach out to me on LinkedIn or at my contacts listed below to chat about your specific needs and how you can delegate these tasks to us. Calendar: calendly.com/dougmocktax Phone: 76••••••26 Email: d••••@everestfg.us Website: dougmockfinancial.com/executive-compensation

Experience

1. Certified Financial Plannertm Professional

   Everest Financial Group

   Oct 2007 — Present · 701 Xenia Ave S, MN

   Provide advice and strategic planning strategies for families approaching and in retirement with the key objective of providing a safe, secure income stream during retirement.Investment advisory services offered through Everest Financial Group, LLC, an SEC registered investment adviser. Securities offered through Securities America, Inc. Member Securities licensed in: AL, AR, AZ, CA, MN, FL, ID, OR, UT, WA & WI. Everest Financial Group, LLC and Securities America, Inc. are not affiliatedEd Slott\'s Elite IRA Advisor Group is for investment services only. Ed Slott\'s endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott\'s Elite IRA Advisor Group members pay a fee for the educational programs that allow them to be included in the Ed Slott\'s Elite IRA Advisor Group. Membership does not guarantee investment success

Education

• University of Minnesota

  Assoc

• University of Minnesota

  Associate's degree

• University of Minnesota

  Associate Degree, Liberal Arts and Sciences, General Studies and Humanities

  1973 — 1978

• Brigham Young University

  Bachelor’s of Science Degree, Business - Finance

  1978 — 1980