Broker Check

Corporate Executives

Our History
Our Process
Our Values
Our Resources

As a corporate executive, your time is extremely limited, yet your compensation package can be complex, with many moving parts that require ongoing attention. And so often, there is a lack of coordination, and the ability to take your planning to the next level…to get from where you are, to where you want to be. We operate as your personal CFO, reviewing all components of your executive compensation, proactively providing guidance and recommendations designed to help you optimize value, reduce taxes, and build your net worth.

Our team provides you with ongoing specialized guidance in your compensation elements, such as:

  • Non-qualified stock options (NSOs or NQSOs)
  • Incentive stock options (ISOs)
  • Restricted stock
  • 401(k) and Stock Purchase Plan
  • Pension
  • Deferred Compensation
  • Other compensation perks

Just as important, our team provides you with expertise in the following areas, which serve as a base for decisions regarding your executive compensation components:

  • A customized financial plan
  • Income tax reduction strategies
  • Investment planning
  • Life insurance strategies
  • Estate distribution & probate avoidance
  • Estate tax reduction
  • …and more

We work closely with your advisors, such as your CPA, to coordinate and ultimately assure your plans are aligned to reach your long-term goals.

The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your company, the people you care about, and ultimately reach your goals.