Executive Services

4 Key Questions

  • Have you acquired stock through your company retirement plan?

  • Are you an insider at the company or subject to trading windows?

  • Have you been granted company stock options or other forms of equity compensation?

  • Do you own any restricted company stock?

It all starts with a conversation


Transcript

Comparing Benefits Packages

Whether you're stepping into the corporate world for the first time, aiming for a promotion with new perks, or considering a job change, comparing benefits packages is a crucial part of your financial journey.

Finding the right benefits package can make a substantial difference in your financial well-being.

Give us a call -  so we can dive into the fine print, understand your tax implications, and make the most of the resources available to you. Your financial future may depend on it.
Transcript

Compensation Concentration

How do you know when you’re too “all in” with company stock? I call it compensation concentration and I see it a lot with people like you who are successful and well paid.

To know if you’re potentially too heavily weighted in company investments — and find out what you can do about it — take a look at this video.

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Transcript

Cautionary Tech Tale

The future can seem far away, especially for the young and successful. But it’s never too early to plan. So, where should you start?

● Succession Plan: Ensure your business continues smoothly if something happens to you.
● Estate Plan: Protect your family and distribute your assets as you wish.
● Buy-Sell Agreement: If you have a business partner, this agreement is crucial for determining what happens to your share of the business.
● Family Communication: Keep your family informed about your plans to ensure they are prepared and understand your wishes.

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Executive Articles & Publications

Step by Step Instructions -- 10b5-1 Plan

Understanding Employer Granted Stock Options

Concentrated Equity Position

Do You Need To Update Your Estate Plan?

Five Basic Estate Planning Documents

Estate Planning: What's Love Got To Do With It?

How to Invest in Real Estate -- Without Owning a Single Property
Leo Walker

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