Services for Executives

We offer a full range of financial programs and choices to assist business owners, executives, and corporations—including:

• personal investment portfolios
• estate planning for executives
• Rule 144 restricted and control stock sales
• stock-option exercise and sale programs
• corporate cash management
• corporate stock repurchase programs
• retirement plans:
  • SEP-IRAs; pension and profit-sharing plans
  • 401(k) plans
  • money-purchase pension plans
  • defined-benefit plans
  • evaluating existing plans
• key-man and other life insurance programs
• funding for buy-sell insurance agreements
• investment advice on proceeds from sale of business