Executive Corner

The Burns Investment Group of Stifel Nicolaus possesses the expertise required to offer guidance to companies and their executives as they face the varied and often complicated, investment planning issues that arise.  By embracing the objectives of our clients and rising to the challenges of our industry, we can offer the clear direction, studied advice, and foresight our clients require. 

Whether you are an executive of a company or a business owner, you have reached the pinnacle of success and have unique needs.  In certain cases, your professional career can overshadow the importance of balancing your overall personal life and financial goals.  As you focus more on the growth and success of the business, you may find yourself lacking the time and resources to manage your finances.  Failure to manage your financial goals and objectives can lead to disastrous outcomes as your income and wealth becomes more intertwined with the business.

As you focus more on what's important - your family and the business, we will work with you to help ensure your financial goals and objectives are on track. 

Introducing The Business Owner Services & Solutions (BOSS) Report

Issues Facing Business Owners

Successfully running your own business and being the BOSS requires patience, hard work, and attention to detail in order to pursue your long-term financial goals. But oftentimes in running a business, the BOSS cannot devote the time and energy needed to assess whether long-term financial goals are being met. You may have asked yourself the following questions:

  • Am I on track for reaching my retirement goals?
  • Can my business survive the death or disability of an owner or key employee?
  • Can my family run my business if I die or become disabled?
  • What can I do to retain an employee vital to the continued financial success of the business?
  • How can I sell my business and transfer it efficiently to family, key employees, co-owners, or third parties? 

Business Owner Services & Solutions Program

Stifel Nicolaus’ Business Owner Services & Solutions program will allow us to work with a business owner by gathering information, assessing issues, explaining the reasons for our written recommendations, and assisting you with implementing appropriate strategies to help pursue your long-term financial goals. Additionally, we will provide ongoing timely service and information as part of our firm’s client relationship with you.

Business Owner Services & Solutions (BOSS) Report

The BOSS Report is an information platform that provides strategies to determine if you are on track for reaching your financial goals and meeting business objectives in the following areas:

  • Qualified Retirement Plans
  • Executive Compensation
  • Business Succession Planning
  • Business Insurance

For more information about The BOSS Report and how we can help you, please call us today at (866) 886-7593. 

Introducing the Executive Platinum Program

Issues facing Corporate Executives

As an executive of a publicly traded company, you may have substantial holdings in your company’s stock and you are undoubtedly aware of the strict guidelines you currently face. Moreover, the major portion of your net worth is probably tied to your company’s stock and you may wish to think about diversifying your portfolio. In order to do this, you need liquidity. Stifel Nicolaus can be of assistance to you in your efforts to pursue this goal by offering you the following services:

  • Sales of Control and Restricted Stock
  • Rule 10b5-1 Plans
  • Lending
  • Stock Option Financing
  • Reinvestment Opportunities

Executive Platinum Program

Our Executive Platinum Program is a unique service we provide to corporate executives. We offer the highest level of personalized attention, comprehensive financial services,  and customized long-term solutions to address the complex nature of your overall financial picture. Along with the professionals in Stifel Nicolaus’ Corporate Executive Services Department, we can help corporate executives understand the many alternatives available to them. Our goal is to help you develop a financial plan to help manage, grow, and protect your wealth.
 

For additional information about our Executive Platinum Program and how we can help you with your executive compensation and benefits, please give us a call today at (866) 886-7593.