As an executive, you have or will receive compensation in various forms with complex tax implications. You may have critical decisions to make about how to manage your compensation. We can work with you and/or your tax advisor to strategize and implement solutions best suited for your individual needs. Our role is to present options based on key factors such as your retirement time horizon, tax bracket, and personal retirement goals.

Or perhaps you own a company and employ people in key leadership positions. We can show you ways to remain competitive and compliant with executive compensation packages.