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MoonDance Investment Advisors
Executives
YOU ARE BUSY MANAGING THE COMPANY'S SUCCESS.
LET US BE BUSY MANAGING YOUR FINANCIAL SUCCESS.
Executive areas of interest
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401K rollover or maintain company 401K analysis
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Cashless Stock Option Exercises
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Rule 144 Executions
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10b5-1 Sales Plans
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Concentrated Equity Position Analysis
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Tax Planning
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Estate Planning
Let us help with the heavy lifting of reading through your compensation, stock options, deferred compensation, and early retirement packages.
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