Executive Entrepreneur

THE DECISIONS YOU MAKE NEXT COULD SIGNIFICANTLY IMPACT YOUR FUTURE

Executive/Entrepreneur

You’ve worked hard to attain your success and are now in a position to evaluate your next steps. The decisions you make next could have a significant impact on the financial security of you and your family. You may want to know:

  1. I have concentrated stock positions. How do I manage that so my portfolio is not subject to the volatility of the market?
  2. How do I manage stock options, restricted stock or deferred compensation?
  3. How can I minimize potential tax consequences?
  4. How do I establish Retirement Accounts for myself, my partners and/or my employees?
  5. How do I plan for the sale of my business?