Services for Business Owners and Executives
Whether you’re building, selling or reorganizing a business, I can explain the wide range of applicable alternatives and assist you in making complex investment decisions.
Some of the services I provide to executives and business owners include Rule 144 sales of restricted and control securities; stock-option exercise and sale programs; corporate cash management and stock-repurchase programs; supplemental executive retirement programs; investment advice on proceeds from the sale of executive deferred compensation.
Retirement PlanServices for Businesses and Executives
Businesses have long used qualif ed retirement plans to attract i and retain talented employees and to save tax-eff ciently. Through Wells Fargo Advisors, I offer a range of plans that can be used by businesses or self-employed individuals, including money-purchase pension plans, prof t-sharing plans, def ned-i i benefi t plans, traditional 401(k) plans and safe harbor 401(k) i plans. In addition, I provide a variety of f nancial services to executives and businesses that include stock option exercise and sales programs; executive deferred compensation plans; and investment advice on proceeds from a sale of a business.
Wells Fargo Advisors, LLC, Member SIPC
Steven Prescott, CFP®MBA
11682 El Camino Real, Suite 110
San Diego, CA 92130