BRENTWOOD GROUP offers the following services : ► individual stocks & options ► financial and estate planning ► mutual funds ► insured certificates of deposit ► pension plans ► 144k plans ► retirement counseling and planning ► analysis of stock options ► hedging and diversification from ► fee based trading accounts ► financial planning ► health insurance and life insurance ► wealth transfer analysis
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. ► corporate compensation programs ► employee stock purchase plan and stock ► stock buyback plan ► restricted securities sales and financing ► personal financial planning ► portfolio management ► IPO'S (initial public offerings) ► private placement ► mergers & acquisitions ► transition planning and succession planning ► letters of credit ► company evaluation ► access to top outside managers, quality
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. ► general investment banking and ► low cost lines of credit against ► swaps, collars and discounted ► private placement products ► treasury stock options programs ► deferred compensation plan ► institutional accounts ► processing of rule 144/145 ► trust department accounts ► estate and financial planning ► relationship managers. ► investment advice to confirm decision
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