Simplifying the complex so you can save time and serve your community more.

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Services for Executives and Businesses

  • Business succession planning
  • Strategies to diversify concentrated stock positions
  • Employee stock-option exercise and sale
  • Exchange funds
  • Hedge funds
  • Advanced Strategies
  • Investment advice on proceeds from retirement distributions or sale of business
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  • IRA pre-591/2 distributions and pre-retirement planning
  • SIMPLE and SEP-IRA plans
  • Retirement-plan analysis, including design and implementation of 401(k) plans
  • Key-person life insurance
  • Self-Directed IRAs (Traditional, Roth, Roth conversion analysis)
  • Assistance asset-allocation advice and education
  • Planning for lump-sum and periodic distributions
  • Long-term-care coverage assessment