We know what it takes to build a business from the ground up. You’re looking for ways to recruit, reward, and retain your key people, while building your own financial independence at the same time. After all, your retirement should reflect the level of success you’ve achieved. But due to your above average income, you face contribution limits on qualified plans that could lead to a significant future income gap. We work with you and your business to structure the most opportune strategies that allow you to level what you’ve built and maximize how it benefits all aspects of your financial life.

Services Include:

  • Executive Transactions
  • ESOPs
  • Cashless Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Tax Planning
  • Estate Planning
  • Charitable Giving
  • Risk Management