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C.H. Robinson Employees

CHRWWe specialize in working with C.H.Robinson employees across the U.S. Over the last 12 years SWA advisor, Bruce Primeau, has developed an expertise in:

  • Multi-year tax minimization strategies
  • The company's varied stock option plans
  • The Traditional & Roth 401(k) plans
  • The Employee Stock Purchase Plan (ESPP)
  • Life and disability insurance
  • Other company benefits

We assist our Robinson clients by developing a Financial Plan that lays out the specific steps our Robinson clients take to improve their chances of achieving financial success.

Those goals may include:

  • Designing and implementing a Financial Plan
  • Review of their current portfolio allocation versus their specific tolerance to risk
  • Development of multi-year tax minimization strategies, including diversification strategies for a concentrated stock position
  • Review of current mortgage / debt structure and recommendations for potential modifications
  • Estate plan design and implementation
  • Wealth protection analysis and recommendations for potential adjustments
  • College education planning strategies

C.H. Robinson Tax Update

 

 

 

 

 

*Disclaimer: We are not associated with C.H. Robinson Worldwide, Inc. nor are we endorsed by C.H. Robinson management.  Information we are providing is not a substitute for the information provided by C.H. Robinson or its management.

North Metro: 763.355.5873
227 East River Parkway
Champlin, MN 55316-5873

South Metro: 612.987.9112
5871 Crossandra Street SE
Prior Lake, MN 55372-3337

West Metro: 763.639.3425
322 Greenhill Lane
Long Lake, MN 55356

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