Many of our clients are corporate executives with desire but limited time to develop a sound financial strategy. Some of the ways we help are as follows:
- Executive compensation package optimization, including recommendations regarding stock options, qualified and non-qualified savings plans, restricted stock, deferred compensation, etc.
- Estate planning, including strategies for gifts, tax reduction, and the use of trusts.
- A review of your current and anticipated family finances and cash flow.
- A complete investment portfolio review that include strategies to manage stock or stock options grants & concentrated portfolio positions
- Complete risk management / insurance assessments