Key Corporate Employee

Executives, Managers, Board Directors, Professionals and Highly Skilled Technicians

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]
  • 45 years or older [or 40 or over 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