Executive Financial Planning

We offer an executive tax and estate planning benefit program to our corporate clients. The program enables businesses to offer sophisticated and comprehensive estate and income tax planning to executives at a reasonable cost. It is common for companies to offer extensive benefits packages for executives, including 401(k) plans, pension plans, restricted stock, stock options, life insurance, health insurance, and disability insurance. We ensure effective development and implementation of these benefits and ensure they are properly integrated with the employee's estate plan, an area that is often overlooked.

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