Overview
As a corporate executive you have unique needs in varying areas involving your financial plan. We start by evaluating your benefit plans that involve:
Strategies 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.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.
