We offer a range of strategies for corporate leaders, including retirement planning, advisory services, investment strategies, and exit planning.
Our team provides strategies for a wide range of wealth management needs, such as:
Retirement planning
We understand the retirement plan needs of corporations. We are capable of helping establish and maintaining effective retirement plans for leaders as well as their employees. Our process includes:- Help evaluating the appropriate retirement plan for your needs: SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, and money-purchase and defined-benefit plans.
- Help identifying an appropriate investment strategy based on your unique needs and circumstances.
- Evaluation of your plan to help make sure that the components are performing optimally.
- Assist your benefits staff in complying with all ERISA fiduciary responsibility requirements.
- Education for plan participants to help them make sound decisions.
Executive benefits
- Stock options
- Incentive Stock Options (ISOs)
- Restricted Stock Awards (RSAs)
- Non-qualified stock options (NQSO)