As part of our goal-focused client experience, the Embark team offers specialized expertise in four areas:
Receiving non-qualified or incentive stock options in company stock can be a powerful windfall for your wealth accumulation. Minimizing taxes and protecting your wealth in this case takes thoughtful planning. Our team provides customized strategies tailored to your specific situation.
Long-Term Tax Minimization
Tax strategies that focus merely on minimizing your current tax bill can be a ticking time bomb. We focus on approaches that make sense not only for the current year, but the totality of your tax scenarios for your lifetime -- and into the next generation.
Small business owners are the lifeblood of American capitalism. We provide strategic support to grow your business, attract and retain key talent, and maximize the value of your thriving enterprise. Our process can blend seamlessly with your existing network of key advisors or we can act as a gateway to the experts who will take your organization to the next level.
The right plan for your business and employees gives you a competitive edge for attracting and retaining top talent. Our team will help you navigate the complex responsibilities that come with these plans and partner with your team to identify and design the best retirement plan for your business and employees.