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.
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