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 work for an employer that granted you restricted stock units…
Many successful executives are enrolled in their employer’s traditional 401(k) plan and…
ESPP – While the acronym and the spelled-out version – employee stock…
Talk to an experienced financial advisor
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