At Silverman LeGate Advisory Group, we have more than 30 years of experience with UPS executives, both working and retired, and their families. During this time period, we worked with over 100 individuals and presented workshops to UPS Groups on many diverse topics.
We are extremely knowledgeable about UPS benefits. We understand UPS Stock and the potential need to diversify a concentrated stock position using methods such as hypothecation, forward contracts, collateral loans, collars, pooled income funds and exchange funds. We also posses significant tax experience related to qualified and non-qualified options, monthly income plans (MIP), and incentives. Prior to recommending a plan of action, we strive to learn as much as we can about your specific situation, goals and dreams in order to work toward achieving the desired post-retirement quality of life.
We appreciate and are familiar with the UPS/Brown culture and the lifestyle that often accompanies employment. We understand your work may require frequent moves and the importance of keeping your documents up to date and applicable in the state where you presently reside. We have strong relationships with other professionals such as estate attorneys, realtors and eldercare professionals who we refer if you have a need for a service outside our area of expertise. As our current UPS clients will tell you, we strive to be a valuable and trusted resource for you and your family and enjoy the close personal relationships that often develop as a result.
Please contact us for references in the UPS Community.
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