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Key Corporate Employeee

Typical Profile of Key Corporate Employee We Work With

  • Established and Successful executive, manager, board director, professional or technician

  • Outgoing and respected in their community

  • Worked for a major company 20+ years [ Or 5 years at fast growth company with stock options]

  • Friendly, helpful, open-minded and influential

Planning Issues Addressed

  • Employee Stock Option Plan and Incentives

  • Employee Stock Purchase Plan

  • Retirement Benefits

  • Qualified Plans

  • Pension Benefits

  • Key Employee Benefits

  • Workplace Mobility and Ascending to C-Suite