Client Login
Contact Us
Call Us
Locations

Executive Compensation and Benefits Consulting

Our financial service experts help executives navigate the maze of regulatory issues and diversification strategies affecting your wealth, through customized, comprehensive solutions tailored to your tax, liquidity, and diversification needs. We help you understand your total economic package, and if needed, we can help you create it. Our team of financial advisors in Minnesota and Florida provide detailed advice on Executive Compensation including:

  • Stock options
  • Deferred Compensation
  • Restricted stock
  • Key man benefits
  • Bonus compensation

 

Business people shaking hands

 

Executive Compensation Resources

Rollovers

When evaluating whether to initiate a rollover always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan, or new surrender charges that…