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Customized. Integrated. Coordinated.

Retirement and Estate Planning

  • Financial modeling to determine capacity to retire
  • Employer retirement plans advice and income distribution strategies
  • Social Security claiming and pension payout analysis
  • Will and trust design as well as selection of executors, POAs, and trustees

Executive Compensation Planning

  • Strategies for stock options and restricted stock grants
  • Strategies for concentrated stock positions
  • Deferred compensation arrangements
  • Section 409A, Rule 144/145, 10b5-1 Plan considerations

Investment Portfolio Construction and Management

  • Asset allocation using mean-variance optimization
  • Security selection
  • Tax efficiency
  • Coordination of personal investments with employer plans
  • Risk analysis using monte carlo, net present value, and scenario testing techniques

Private Business Owner Planning

  • Employee benefits analysis
  • Corporate governance processes and systems
  • Business valuation and capital raise considerations
  • Succession planning

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