Make the most of your equity-based compensation.

A lot of executives come to us for help strategizing their equity based-compensation. Often, their package is so complex they’re worried they'll miss out on income opportunities or smart tax reduction strategies. We know this territory well. We’ll help you:

Fully understand your compensation package and make informed choices.
Track your short- and long-term incentive plans, deferred compensation, restricted stock units, and options, so you don’t leave anything on the table.
Maximize your employee benefits.
Optimize how you use your assets to fund your financial goals.
Limit the correlation of your investment capital and human capital.
Mitigate investment risk that can derail your financial plan.

Helpful information for executives:

Do You Have an Exit Strategy?

The ABCs of RSUs (Restricted Stock Units)

Market Downturns: How Safe is Your Deferred Compensation Plan?

ESPP – The Benefit 60%+ of Eligible Employees Are Missing Out On

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