- Our Services
- Whom We Serve
As a corporate executive you have unique needs in varying areas involving your financial plan. We start by evaluating your benefit plans that involve:
Solutions we provide
- Stock option plan, account and analysis
- Nonqualified stock options and Incentive stock option plans
- Transfer and gifting of stock options
- Tax planning and efficient strategy planning
- Asset diversification strategies
- Evaluation of Employee stock purchase plans, Phantom stock, Stock appreciation rights and Restricted Stock.
- Company Retirement plan, such as a 401(k) savings options.