Executive Solutions

Many of our clients have had successful careers in an executive role with a number of Fortune 500 companies. These types of careers present a very unique set of financial needs and concerns. Our firm has expertise in a number of specific areas for this segment of our clientele:

  • Stock option planning (NQ's and ISO's)
  • Employee benefits planning (401k, health, HSA, charitable, etc.)
  • Pension payout and structuring strategies
  • Management of concentrated stock positions
  • Review of employment agreements
  • Non-qualified deferred compensation planning
  • Restricted stock planning (RSA's and 144 stock)
  • Prepaid forward contracts
  • Costless collars for concentrated stock positions

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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