Executive Retirement Services

Many larger corporations have unique executive and associate benefits. When working with a wealth advisor, it's important he or she understands the nuances of your compensation, retirement, savings and profit sharing plans. To help you understand your benefits and plans, and how to utilize those benefits to reach your wealth goals, we have formed teams who are educated on the specific benefits of many organizations. These teams have helped clients by using, at times, their personal experience with the organization, their understanding of the corporation's retirement plan, and knowledge on profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to minimize taxes and reduce concentration risk. We currently have knowledgeable teams working with a concentration of executives and associates from the companies listed below.

Click the icons below for more resources geared toward employees or former employees of these organizations. 


P&G LogoAT&T Logo



Southwest Airlines