PROFESSIONAL SERVICE PROVIDERS

HIGHLY EXPERIENCED OUT-SOURCED SUPPORT FOR YOUR FIRM
Our mission is to ensure that your clients receive the best financial advice and support possible, so we work closely with you and your team to fill in any gaps and/or provide ancillary services. Our services include:

  Financial Planners/Advisors:

  • Deferred Compensation Modeling

  • Stock Option Modeling/Optimization

  • Restricted Stock Planning

  • Cost Basis Research

  • EXPERTISE IN EMONEY & REDTAIL

  Estate Planning Attorneys:

  • Estate Planning Preparation

  • Estate Planning Implementation

  • Estate Settlement Assistance

  Accountants:

  • Cost Basis Research

  • Stock Option Modeling/Optimization

  • Restricted Stock Planning

  • Deferred Compensation Optimization

  • Tax Document Preparation

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