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Executives in Transition

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Serving as Your Career Coach and Mentor, We Guide You Through the Many Steps After Unemployment

In order for you to achieve business success, collaboration with like-minded peers is essential. We specialize in working with unemployed senior executives who seek a higher level of business and career success. These professionals are in an important transitional phase of life. They want to take the next steps in building their career but are not sure how to do so.

We guide you through the many steps as you pursue your next opportunities, organize your financial life, set priorities, and pursue your goals. You learn how to connect with key influencers, attend goals workshops and regular peer group meetings, and receive a personalized financial plan. We seek to help you make the most of your career opportunities and integrate your financial and investment strategies.

Learn more about these services by visiting