Financial Business Services

View our business services below. To get started, book a consultation with us using the link below.

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Our Services

“We cannot change what we are not aware of, and once we are aware, we cannot help but change.” Sheryl Sandberg

Stock Options, RSUs, & Executive Consult Services

Retirement Plans

Financial Wellness Guest Speaker & Education Sessions

Outplacement & Transitional Support

Succession & Exit Planning

Stock Options, RSUs, & Executive Consult Services

Stock Options and Restricted Stock Units

We specialize in consulting Senior Leaders and Executives on the management of their holdings in stock options and (RSUs)- restricted stock units. Our Founder is a Wealth Management Advisor and a Senior Leader in Human Resources with over 25 years’ experience (in large fortune 100  companies) managing grants, issues, and the exercising of RSUs, Stock Options, and Deferred Compensation. Our firm is extremely experienced with when and how to best exercise these types of long-term incentives along with their associated financial strategies.

Consultation Services, Retention of Directors to C-Suite (1:1 or Group Session)

To help organizations retain their top talent, we provide 1:1 consultation financial advising services and customized financial sessions.  Recognizing the different financial planning needs of highly compensated employees such as Directors to C-suite, we focus specifically on the Executive’s total compensation, long term incentives, and their associated financial strategies. These organizational financial services are available for small, mid, and large size organizations located across the country.

* This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

Stock Options, RSUs, & Executive Consult Services

READY TO BEGIN?

Book a complimentary consultation with one of our financial advisors below.

Retirement Plans

Retirement Plans

* This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

Company Retirement Plans

We implement pre- tax (401k/403b) and post- tax (Roth 401k/Roth 403b) company retirement plans for any size organization and business. Our firm makes objective assessments and is equipped to offer unbundled, or bundled retirement plans (including safe harbor) solutions available from a wide range of financial companies. A few of our plan partners are recognized names such as Fidelity, Charles-Schwab, Ameritas, and Brinker. We are an independent wealth management firm, which means we are not beholden to any one company’s products/plans.  

Self-Employed Individual Retirement Plans

We guide self-employed individuals in selecting, opening, and managing their retirement plan options such as SEP IRAs and Solo Individual 401(k)s.  Our self-employed individual plans are offered through our custodians TD Ameritrade and Charles-Schwab.

Retirement Plans with Change Management

We recognize that implementing a new retirement plan or replacing a previous retirement plan requires effective change management to minimize disruptions with your employees and business. With our strong background in both Human Resources and Finance, we partner with your organization’s Legal, Finance, Accounting, Human Resources, and Senior Leadership Team(s) to ensure a positive transition.

What makes us different than most other retirement plan providers? Our Founder is not only a Wealth Management Advisor but also comes with 25 years plus experience (in large fortune 100  companies) as a Senior Leader in Human Resources. We are highly experienced implementing retirement plan changes, delivering open enrollment communications, and effectively managing the change for organizations with employees located in one or multi- sites across the US.  Our firm provides ongoing support with annual enrollments and participant advisory services.

READY TO BEGIN?

Book a complimentary consultation with one of our financial advisors below.

Financial Wellness Guest Speaker & Education Sessions

Why Financial Wellness Education?

AKPride works with organizations of all sizes to reduce turnover, increase engagement, promote a caring company culture, and increase the financial health of employees through Financial Wellness education.

What makes us different?

We are licensed fiduciaries and SHRM- SCP certified to speak and facilitate on a variety of financial, insurance, benefit, and other human resources topics. All AKPride speaking events and facilitations can be delivered across the country in person and/or webinar(s).

Financial Wellness, Guest Speaker

To elevate Financial Wellness for all people along with their tailored needs, AKPride consultants are regular guest speakers for organizations and their Employee Resource Groups, Business Resource groups, Diversity Networks, Colleague Resource Groups and Team Member Networks.  Groups and Networks such as LGBTQIA+, Hispanic, Latin, Black/African American, Native American, Asian, Disabilities, Women, Veterans, and many more. We also serve as guest speakers at community events, various non-profit organizations, tv, and radio.

Financial Wellness, Education Sessions

AKPride has experience facilitating Financial Wellness education sessions for organizations in one or multi-site locations. With our strong background in HR and Finance, AKPride can design, develop, and facilitate customized Financial Wellness education topics specific to the needs of your organization’s workforce. We work closely consulting with your Human Resources, Compensation, and Benefit teams to help further educate your employees on how to best maximize and optimize their employee benefits.

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Financial Wellness Guest Speaker & Education Sessions

READY TO BEGIN?

Book a complimentary consultation with one of our financial advisors below.

*This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

Outplacement & Transitional Support

Outplacement & Transitional Support

Individual - Outplacement Support

At times, organizations must change and modify their work structure(s) to meet business needs. Position elimination(s) and involuntary terminations can occur based on the needed work location, restructures, and/or acquisitions. For organizations that are compassionate and want to protect their brand, AKPride provides 1:1 financial and insurance consultation/coaching services to impacted individual(s).

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Organizational - Outplacement Support

A reduction in force (RIF) can be highly stressful for the employees and as well as for Human Resource professionals who are managing exits. AKPride reduces the emotions and financial stress running high for laid-off employees while in transition.  AKPride has experience designing, developing, and facilitating customized sessions in person and/or webinars for organizations (and their Human Resource teams) needing financial and human resources outplacement support.

Why Us?

At AKPride, we are licensed fiduciaries and SHRM-SCP certified to consult and facilitate on a variety of financial, insurance, benefits, and other human resources topics. We guide laid-off employee(s) across the country (in one or multi-site locations) with their options and solutions in 401k/403b retirement plans, pensions, employee stock, RSUs, HSAs, deferred compensation, disability insurance, life insurance, and other important benefits.

READY TO BEGIN?

Book a complimentary consultation with one of our financial advisors below.

*This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

Succession & Exit Planning

Buy-Sell agreements are one of the most important elements in the planning for any business’s long-term success.

Buy-sell agreements help align parties on the value of a business and outline the control process in ownership of a business when a triggering event voluntarily or involuntarily occurs. Triggering events can occur for a business owner such as death, becomes disabled, voluntarily wants out of the business, divorces, personal bankruptcy, or the business owner retires selling to more than one buyer. As a result, we believe buy-sell agreements play a critical protection role in both estate and succession planning. For these reasons, our firm works with a business owner (or multiple business owners) to ensure these types of agreements are proactively versus reactively put into place.

Succession Planning

With our firm’s strong experience in both Human Resources and Finance, we are able to help business owners and organizations of any size design effective plans for their successor(s).  

Our relationship with our clients goes beyond the listed services. We partner with your Legal, Finance, Accounting, Human Resources, and/or Leadership Team(s) to coordinate the needed technical expertise along with creating an effective change management plan for the organizational impact on both your business and employees.  

READY TO BEGIN?

Book a complimentary consultation with one of our financial advisors below.

* This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

No-Cost Initial Consultation

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