BioPharma Professionals

Explosive growth and innovation within the life sciences sector in recent years has encouraged exciting changes for organizations both big and small and spurred frequent career moves for professionals seeking opportunities that accommodate their skill sets and research. Working with individuals that aid in the development of treatments and cures for illnesses isn’t just a job for Beata—it’s a passion. Having lost multiple loved ones to lung cancer, Beata is deeply invested in developments and advancements in pharma and biotech, and she understands the unique dynamics of the evolving industry. Freedom Trail Financial has been working with life sciences professionals extensively to develop comprehensive and personalized financial planning and investment management strategies that are tailored to meet the needs of this ever-changing industry. 


Executives and Professionals in BioPharma

Our firm works extensively with executives and professionals from various pharmaceutical and biotech firms, and we understand the concerns, financial challenges, and needs of these individuals. Our ongoing collaboration and work concentrates on:

  • Planning strategies for executive compensation
  • Tax implications for executive compensation
  • Managing concentrated stock positions
  • Comprehensive life planning
  • Estate planning
  • Charitable planning

BioPharma Professionals in Transition

The top minds and talent in the life sciences sector are in high demand, and that means that individuals in the industry experience frequent career moves to accommodate their skill sets and research. This adds up to a complicated menagerie of stock and profit-sharing options, benefits, and retirement plans that employees must organize. We help professionals make sound financial decisions and understand their options as they make career changes within the industry. This includes:

  • Employee benefit reviews during the transition
  • Retirement account management and consolidation
  • Stock options and deferred compensation plans
  • Counseling on life insurance, disability, and health insurance throughout the transition