If you’re leaving a company, there are financial decisions to make regarding your company benefits. We help executives evaluate qualified plan, severance, stock option and cash flow issues.

We assist our clients in successfully navigating the financial intricacies of transition and stepping powerfully into the next phase of life.

These financial components can have significant tax impact and adverse long-term retirement consequences if improperly handled. Plaza has experience working with the largest employers in St. Louis to ensure these issues are adequately addressed for their employees.