Career Change or New Job

Services As You Transition
* Evaluating stock options
* Evaluating 401(k) rollover options
* Assistance with reviewing options you have regarding your retirement plans
* Assistance with assessing your current financial situation and future goals
* Understanding and making decisions on group benefits and severance package items
* Understanding how this change impacts your future
Helping You Navigate the Complexities of Executive Compensation
Executive compensation serves as an important wealth-building tool. We'll work together to optimize your package and provide recommendations on items such as:
* deferred compensation
* qualified and non-qualified savings plans
* stock options
* pre-IPO or restricted stock
Whether you’re an executive at a Fortune 500 Company or you own your own business, executive compensation plans can often serve as the cornerstone of a sound retirement plan.
We'll outline your options and incorporate our agreed upon recommendations in your financial plan.