Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Executive Transition

Leaving a company, even under the most advantageous of circumstances, carries with it company benefits decisions that can have far-reaching financial implications. Plaza Advisory Group is sure-footed when helping its clients traverse this often unfamiliar territory.

Relying on more than 25 years of experience in both routine and difficult transitions, Plaza Advisory Group is confident that its knowledgeable and decisive advisors can help executives evaluate qualified plan, severance, stock option, and cash flow issues.