Estate Planning & Wealth Preservation
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Services of other enterprises
Description
Whether preparing for retirement, a future college education, or planning for your heirs and beneficiaries,your long term financial plan can begin today. A Joseph Gunnar & Co. Financial Consultant can assist you in developing an appropriate Wealth and Estate Planning strategy.
Our professionals are sensitive to the unique needs of today's corporate executives and non-corporate excutives as well. Whether it be concentrated equity positions or restricted stock, our professionals have access to a variety of Financial Planning Services including:
Pension Plan Analysis
Profit Sharing Analysis
Education Planning/529 Plans
Financial Plan updates
Legacy Planning
Execution of strategies with your tax and legal advisors
Structured Products
Concentrated Equity Solutions
Customized Collars
Equity Collars
Variable Forward Sales
Alternative Investments
Corporate Executive Services
Restricted Stock Transactions
Our professionals are sensitive to the unique needs of today's corporate executives and non-corporate excutives as well. Whether it be concentrated equity positions or restricted stock, our professionals have access to a variety of Financial Planning Services including:
Pension Plan Analysis
Profit Sharing Analysis
Education Planning/529 Plans
Financial Plan updates
Legacy Planning
Execution of strategies with your tax and legal advisors
Structured Products
Concentrated Equity Solutions
Customized Collars
Equity Collars
Variable Forward Sales
Alternative Investments
Corporate Executive Services
Restricted Stock Transactions
Contact the seller
Estate Planning & Wealth Preservation