Executives

Executives


YOU ARE BUSY MANAGING THE COMPANY'S SUCCESS. 

LET US BE BUSY MANAGING YOUR FINANCIAL SUCCESS.

 

Executive areas of interest

  • 401K rollover or maintain company 401K analysis
  •  Cashless Stock Option Exercises
  •  Rule 144 Executions
  • 10b5-1 Sales Plans
  •  Concentrated Equity Position Analysis
  •  Tax Planning
  •  Estate Planning

Let us help with the heavy lifting of reading through your compensation, stock options, deferred compensation, and early retirement packages.