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CORPORATE PLANS

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EMPLOYEE EQUITY

Business owners and executives understand that attracting and retaining the best employees requires providing a competitive array of benefits. But providing the benefits may not be enough. Company leaders must also ensure that their respective employees are adequately educated to understand the value of their respective equity awards and manage and maximize those benefits.

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With this in mind, our Corporate Employee Equity & Retirement Plan Services focus on the objectives of each company and its respective stakeholders. We are dedicated to delivering financial solutions that best fit each business through guidance and tools including:

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  • Employee Stock Awards such as Options

  • 10b5-1 Planning

For companies, we will:

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  1. provide educational opportunities such as group lunch workshops and individual consultations 

  2. provide a brokerage platform through which executives, insiders and employees can transact equity awards (e.g., exercise and sell options)

  3. report executed transactions as needed

 

For individual employees, we will:

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  1. help you manage/monetize your respective equity awards within the framework of a customized financial plan

  2. provide documentation for reporting purposes (e.g., income taxes)

  3. serve as a friendly resource for other personal financial questions

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RETIREMENT PLANS

Business owners and executives understand that attracting and retaining the best employees requires providing a competitive array of benefits. But providing the benefits may not be enough. Company leaders must also ensure that their respective employees are adequately educated to understand the value of their respective equity awards and manage and maximize those benefits.

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With this in mind, our Corporate Employee Equity & Retirement Plan Services focus on the objectives of each company and its respective stakeholders. We are dedicated to delivering financial solutions that best fit each business through guidance and tools including:​

 

  • Retirement Platforms such as 401(k) Plans

  • Deferred Compensation

  • Life Insurance

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