We specialize in working with business owners & corporate executives preparing for, and transitioning through, a “work optional” lifestyle.
Financial planning for business owners
At Overland and Shanahan Wealth Advisors, we can customize a financial plan that integrates your business with your personal financial goals and objectives while also allowing you to outsource the tedious responsibilities that come with having a complex financial situation. We specialize in succession planning, qualified retirement plans, charitable planning strategies and investment management.
Explore your options with us today.
Financial Planning for Corporate Executives
At Overland & Shanahan Wealth Advisors, we have experience in assisting executives in stock option/RSU planning, concentrated stock position risk management, retirement planning and complex estate planning strategies. Give your finances the attention they deserve.
Contact us today.