Professionals
We help sales, legal, and medical professionals by addressing the following issues:
- Asset Preservation
- Retirement Planning
- Business Succession Planning
Executives
We help executives manage the following:
- Concentrated Stock Positions
- Retirement and Benefit Planning
- Employee Stock Options
Business Owners
We work with business owners in the following areas:
- Exit Strategies
- Employee Retention
- Cash Management
Athletes*
We help athletes with the following:
- Asset Management
- Retirement Planning
- Estate and Trust Planning
*Jamie Grant is certified to work with players of the National Basketball Players Association as a financial planner.
