We have years of extensive experience in helping entities meet their needs. Whether it be establishing or maintaining a retirement plan (401k, pension, ESOP, etc.) or executing lines of credits, our group is able to help you manage the complex options facing your organization. Contact us if you need help with any of these items.
Services for Executives and Businesses
Business succession planning
Strategies to diversify concentrated stock positions
Employee stock-option exercise and sale
Investment advice on proceeds from retirement distributions or sale of business
IRA pre-591/2 distributions and pre-retirement planning
SIMPLE and SEP-IRA plans
Retirement-plan analysis, including design and implementation of 401(k) plans
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