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Our Expertise

We work with several executives at Fortune 500 companies around the country to help them navigate the murky waters of executive compensation plans. Our team specializes in implementing tax efficient strategies to help you best manage your company stock awards, deferred compensation and lump sum payments.

Whether you are trying to determine the most tax efficient way to manage your profits or set up a retirement plan for your employees, our team of experts is here to assist you every step of the way. We have years of experience in helping small and large business owners work through the multitude of challenges they face every day.

We are advocates for busy sports professionals. At our firm, we specialize in working with people in collegiate athletics and professional sports. Our team understands the dynamics of the profession and its demands. We help to make sense of employer benefits and compliment them with unique and individualized planning.

We work with several executives at Fortune 500 companies around the country to help them navigate the murky waters of executive compensation plans. Our team specializes in implementing tax efficient strategies to help you best manage your company stock awards, deferred compensation and lump sum payments.

Whether you are trying to determine the most tax efficient way to manage your profits or set up a retirement plan for your employees, our team of experts is here to assist you every step of the way. We have years of experience in helping small and large business owners work through the multitude of challenges they face every day.

We are advocates for busy sports professionals. At our firm, we specialize in working with people in collegiate athletics and professional sports. Our team understands the dynamics of the profession and its demands. We help to make sense of employer benefits and compliment them with unique and individualized planning.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.