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Your OPTIONS Plan
Your Wealth, with Options.
We like to give our clients many positive options. One of Farrall Wealth’s strengths is working with individuals that appreciate a structured plan with the objective of overlaying, hedging and protecting their assets while also looking for extra income.
Farrall Wealth also helps clients to minimize equity exposure. If qualified, our clients work with us on a one on one basis, discussing the emotional ties to certain stocks as well as tax implications. We are experienced in developing a strategy that is prudent for each high net worth or affluent family whether the client desires protection or income or both. We also bring other options to the table in regards to structured products and notes. Our multi-tiered process develops a multitude of sophisticated investment strategies.
Our experience includes consultation with some of the most formidable derivative minds in the world but also our President and CEO, Greg Farrall, spent 13 years on the Chicago Board of Options Exchange as a market maker for his own company, Farrall Associates. Farrall’s career spanned the Homestake Mining, Merck, Yahoo and America Online floor trading pits. Farrall also traded over 600 issues within these respective pits, making markets for customers throughout the world, building multi-million dollar trading group called Rubicon Investments which he ran with two other managing partners and founders.
Corporate Stock Incentives
In regards to corporate executives, corporate stock and deferred compensation plans, our process includes discussion on all aspects of incentive stock options, recognizing more specific stock plans, explaining the types of insurance often associated with executive compensation plans and educating why non-qualified retirement plans are made available to highly compensated executives. Tax implications of these plans are also discussed in detail.