I understand the challenges you face. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. I recommend appropriate strategies for your situation taking all of your financial considerations into account.
How do I better assess my professional risk?
What can I do to help preserve my concentrated equity portfolio?
How do I integrate my stock options into my overall wealth plan?
How can I better diversify my restricted or controlled stock positions?
Are my insurance and risk management plans appropriate?
Who can help manage my retirement/deferred compensation account(s) and track my outside investment strategy?
How secure is my pension and when should I begin collecting it?
How do I ensure my trust and estate is properly set up?