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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).

Available through Available through First Clearing, LLC., a wholly-owned subsidiary of Wachovia Securities, Inc. Not available in all states. Withdrawals from an annuity prior to age 59 1/2 may incur a 10% Federal excise tax.