Who We Serve

PUBLIC/PRIVATE COMPANY EXECUTIVES

We help public/private company executives understand:

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- Equity-Based Compensation

- Net Unrealized Appreciation

- Pension Maximization

- Concentrated Positions

- Tax Efficient Strategies

- Consolidation of old qualified plans

BUSINESS OWNERS & ENTREPRENEURS

We help business owners & entrepreneurs with:

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- Traditional Group Benefits

- Life, Disability, Health and Retirement Plans

- Non-Qualified Deferred Comp Plans

- Executive Carve-Outs

- Key Person & Continuity Planning

- Succession & Exit Planning

- Liquidity Events

- Tax Efficient Strategies for Gain Exposure

FAMILIES WITH CHILDREN WITH SPECIAL NEEDS

We help families with children with special needs obtain:

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- Coordination of Benefits

- Trust & Beneficiary Planning

- Estate Equalization

- 529 ABLE

PRE-RETIREES & RETIREES

We help pre-retirees & retirees with:

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- Tax Efficient Strategies

- Retirement Income Planning

- Portfolio Risk Management

- Social Security Planning

- Long-Term Care Planning

- Asset Location

- RMD Planning

- Generational Wealth Transfer