Through experience, we not only understand the unique financial needs of corporate leaders, but also the special lifestyle concerns of those whose lives are often unequally divided between family and business.

While understanding complex financial concepts is not an issue, taking the necessary time to handle your own finances may well be. Our goal is to help you create efficiencies in your financial planning to enable you to better leverage your time and simplify your life.

When it comes to matters of executive compensation, we have considerable expertise and will use it to help you take proper advantage of benefits such as cafeteria plans, stock option plans, restricted stock, concentrated positions, deferred compensation and rabbi trust plans to maximize your opportunities.

Working together with you, we will help you organize and simplify your finances, manage the risks to you and your family by helping you with your corporate benefits, estate planning and insurance needs, and plan for your retirement. Our financial planning process will ensure that we annually review your life and financial situation, including your retirement plan, to verify our recommendations are still current.

We’re here to help you by providing:

  • Investment guidance
  • Risk evaluation
  • Asset consolidation and management
  • Retirement planning based on your goals
  • Employer retirement plan investment guidance
  • Corporate benefits planning
  • Stock option & restricted stock planning
  • Deferred compensation analysis
  • Disability and life insurance planning
  • College planning/529 plans