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