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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
Refined-benefit plans
Evaluating existing plans

Key-man and other life insurance programs

Funding for buy-sell insurance agreements

Iinvestment advice on proceeds from sale of business