Specializations

Every employer plan has its own rules and opportunities. We know how to navigate them and make them work for you.

Parker Hannifin

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SARs, LTIP shares, the Deferred Compensation Plan and the legacy pension, planned together for stock-eligible Parker employees.
Parker Hannifin
Manufacturing

Progressive

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From RSU vesting and Spillover plans to retirement timing and tax-smart income decisions, we understand every facet of Progressive's benefits package.
Progressive
Insurance

Rockwell Automation

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The 401(k), after-tax Spillover contributions, deferred compensation and NUA on ROK stock, planned together for Rockwell employees.
Rockwell Automation
Industrial

Sherwin-Williams

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Performance RSUs, stock options, the pension and deferred compensation, planned together for stock-eligible Sherwin-Williams employees.
Sherwin-Williams
Specialty Chemicals

SpaceX

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RSU taxes, stock options, lock-up release dates and the ESPP, planned together for SpaceX employees after the IPO.
SpaceX
Aerospace
Progress with purpose.
"Our clients aren't looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."
Bernie Garrah
Bernie Garrah, ChFC®
Principal, Wealth Advisor
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