Estate Planning/Wealth Preservation
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
Find Out More
To learn more about Joseph Gunnar & Co., LLC, contact:
Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650
