Plaza Advisory Group

Since 1985, HRMC has partnered with Plaza Advisory Group, a Registered Investment Advisor, to provide financial planning support to our clients.  A thorough strategy is developed relative to the individual's compensation, benefits, qualified plans, stock options, etc.  Benefits are calculated into easily understood financial projections used to evaluate alternatives to fit individual needs, including:

 

  • Vested stock options, stock option exercising strategies, and tax minimization techniques
  • Tax planning alternatives and reduction strategies for the current severance year