Our clients include numerous senior executives and industry leaders. The complexity of ever-changing benefit plans and compensation packages (from Restricted Stock Units to Non-Qualified Options, from deferred compensation to cash balance pension plans, etc.) requires dynamic pro-forma modeling to optimize decision making at this pivotal juncture. There is too much at stake, after you have spent your life dedicated to growing a company for the sake of its various stakeholders, to sell yourself short. A top-drawer multidisciplinary approach is a must; our proven process will enable you to focus on what is most important during your financial transition as you leave the corporate world.

We help retiring executives with some of the multifaceted elements of retirement such as restricted stock and stock option plans, personalized retirement cash flow modeling, deferred compensation and pension plan strategies, maximizing Social Security benefits, and developing an estate plan that will save on estate taxes and preserve your accumulated estate for your children and grandchildren.

Most important, our dedicated financial experts can produce a comprehensive financial plan, including a customized investment portfolio that will generate the income necessary to maintain your standard of living throughout retirement.

To learn more about us and how we may be able to assist you, please simply reach out to us.