Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Executive Compensation

Stock Option Planning
The tax implications associated with exercising stock options are complex and timing is essential to mitigating taxes on gains. A comprehensive analysis of your stock option portfolio can provide the timely information and insight you need as you explore various approaches to making the most of this important aspect of your compensation. We provide the insight and objective guidance you need to help develop short-term and long-term stock option strategies.

Deferred Compensation Planning
Deferred compensation refers to any arrangement in which a portion of your income is paid out at a specific date after which the income is actually earned. Common examples of deferred compensation include stock options, pensions, and non-qualified deferred compensation retirement plans. The primary benefit of deferring compensation is the deferral of taxes on the compensation until the date you actually receive the income.

Having a plan in place to manage taxes on deferred compensation can be essential to helping you reap the benefits of this income source. The regulations governing when and how deferred compensation is taxed are complex and difficult to sort through. Our experienced advisors can help develop tax-efficient investment strategies tailored to your needs and situation.

Tax and legal services are not offered by LPL Financial or Eagle Point Investment Advisors.