Executive Services



As a business owner, hiring and keeping top talent is a must. Ensuring you have an adequate benefits package in place will allow for the attraction and retention of qualified employees. Working together, we will put in place a benefits package that will help you gain a competitive advantage over your competition. Some of the executive services available to you include:


  •     Exit & Succession Planning

-        Business Exit Plan Creation

-        Business Buy-Sell Agreement Funding

-        Succession Planning

-        ESOP Planning

-        ESOP Repurchase Liability Funding

  •    Qualified Retirement Plans

-        401k/Profit Sharing Plans

-        Money Purchase Plans

-        Defined Benefit Pension

-        SEP & Simple IRAs

-        ESOP’s

  •     Key Employee Executive Benefit Plans

-        Executive Benefit Plan Design, Financing and Administration

-        SERPs

-        Deferred Compensation Plans

-        Voluntary Benefit Plans

-        DBO Plans

-        Executive Long-Term Care

-        Key-person insurance

-        COLI/BOLI Planning



  • Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
  • CA Insurance License # 0C77285



Joseph F. Eschleman, CIMA®

Managing Director - Investment Officer

Wells Fargo Advisors, LLC
400 Capitol Mall, Suite 1700
Sacramento, CA 95814

Phone: (916) 491-6327