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I need a plan to help keep my management team in place for the long-term.

Executive Services

We offer a full range of financial programs and choices to assist business owners, executives, and corporations including:

  • Personal investment portfolios;
  • Estate planning for executives;
  • Rule 144 restricted and control stock sales;
  • Stock-option exercise and sale programs;
  • Retirement plans:
    • SEP and SIMPLE IRAs; pension and profit-sharing plans;
    • 401(k) plans;
    • money-purchase pension plans;
    • defined-benefit plans;
    • evaluating existing plans;
  • Key-man and other life insurance programs;
  • Non-qualified deferred compensation plans;
  • Funding for buy-sell insurance agreements;
  • Investment advice on proceeds from sale of business