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Services
for Executives 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;
- defined-benefit plans;
- evaluating existing plans;
- working with you and your advisors in designing and
implementing new plans;
- key-man and other life insurance programs;
- funding for buy-sell insurance agreements;
- investment advice on proceeds from sale of business; and
- corporate finance services (for mature, profitable
middle-market companies).
Not available in all states. Withdrawals from an annuity
prior to age 59 1/2 may incur a 10% Federal excise tax.
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Copyright © 2007 Presidential Brokerage, Inc., Member NASD and SIPC. All rights reserved.
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