Our clients are primarily corporate executives, owners of small to medium-sized closely held businesses, high net worth families, and trustees of defined contribution plans and defined benefit pension plans. Over the years, individuals, families, trusts, business owners, qualified retirement plan sponsors, and pensions have come to trust and rely on our firm. We have long-lasting relationships with these clients based on our values and mission to do things the right way.
With knowledge and experience gained over the course of 25 years working with pharmaceutical executives, our expertise has had a vitally important impact on the lives of individuals we have the privilege to work with. From inception, we have made it a priority to target issues that are important to you and we have intentionally built our organization to address these issues on your behalf.
We can assist you with making smart decisions regarding your corporate and executive benefit utilization while employed.
We provide a Baseline Analysis that forms the foundation of your planning. This analysis is vitally important in reviewing current and projected income and cash flow, retirement timing and viability, and the disposition of your capital base over the course of time.
We can assist you with formation of your investment strategy as you approach and eventually enter into retirement. In essence, we work with you to establish, implement, and monitor responsible investment policy that is suitable to you and your objectives.
With our in-house CPA, we can provide tax planning guidance associated with stock options, deferred compensation, restricted shares, pensions and supplemental pensions, and severance compensation – and we can assist you with making tax-efficient sequencing and distribution elections.
With our in-house estate planning attorney, we can review and provide guidance and assistance regarding your estate planning and objectives.
From inception of our organization, and throughout our evolution over many years, our principal focus has been you and what is most important to you. Our objective is to assist you in making intelligent decisions that will lead to formation of viable financial and retirement plans, so that you will eventually be in a position to retire on your terms.