G.W. Lisk ESOP & Retirement Program
Your retirement,
handled with care every step of the way.
Sheppard Mosher is proud to serve as one of G.W. Lisk's exclusive preferred providers for their ESOP and retirement program guiding you through the transition so you can focus on what comes next.
"We handle the complexity of your ESOP transition so you never have to navigate it alone."
Our Role
Dedicated support for G.W. Lisk retirees
As one of G.W. Lisk's exclusive ESOP and retirement program partners, Sheppard Mosher manages the full lifecycle of your ESOP distribution from the initial transfer all the way through ongoing quarterly payments invested on your behalf at Charles Schwab. We've built a seamless process so that your transition into retirement is smooth, clear, and worry-free.
ESOP Transition Management
We coordinate the movement of your G.W. Lisk ESOP shares and proceeds through the established process, working directly with the parties involved so you don't have to manage the paperwork or phone calls.
Note & Distribution Coordination
We work directly with G.W. Lisk to ensure your distribution is properly documented, structured, and transferred according to plan.
Quarterly Payment Management
As payments are made, we ensure each quarterly distribution is received, tracked, and moved to your Schwab account where we put your assets to work on your behalf.
How It Works
A simple, guided process from start to finish
We've designed every step with the G.W. Lisk retiree in mind minimal burden on you, maximum clarity throughout.
Initial Consultation
We meet with you to review your ESOP balance, timeline, and retirement goals and walk through exactly what the process looks like.
Transfer & Setup
We coordinate the transfer of your ESOP through the proper channels, ensuring all documentation is in order and your assets are held securely.
Quarterly Payments
Each quarter, your scheduled payments are received and routed directly to your dedicated custodial investment account.
Ongoing Management
Your assets are actively managed and monitored by our team with regular reviews and full transparency into your portfolio.
The Sheppard Mosher Difference
Built to be effortless for you
One dedicated point of contact
You'll work directly with an advisor who knows your situation no call centers, no runaround. We're local, and we're accessible.
We handle the paperwork
From the initial paperwork to account setup, we coordinate everything behind the scenes you sign where needed and we handle the rest.
Proactive quarterly communication
Every quarter, we confirm your payment has arrived and been invested. You'll never have to wonder where your money is.
No experience required
Whether you've never worked with a financial advisor or you're transitioning from another firm, we start where you are and explain every step plainly.
Family-run, community-rooted
Sheppard Mosher has been serving families in the Finger Lakes region since 2005. We understand what your retirement means because we live in the same community you do.
Retirement should be the beginning of something great not a maze of financial paperwork and uncertainty.
— Sheppard Mosher
Get Started
Ready to begin your ESOP transition?
As a G.W. Lisk retiree, you have access to a dedicated team ready to guide you through every step. Schedule your complimentary 30-minute introductory call today.