Business Executive Accounts

We offer a full range of financial programs and choices to assist business owners, executives, and corporations—including:

  • personal investment portfolios;
  • estate planning for executives;
  • Rule 144 restricted and control stock sales;
  • stock-option exercise and sale programs;
  • corporate cash management;
  • corporate stock repurchase programs;
  • retirement plans:
    • SEP-IRAs; pension and profit-sharing plans;
    • 401(k) plans;
    • money-purchase pension plans;
    • defined-benefit plans;
    • evaluating existing plans;
  • investment advice on proceeds from sale of business