WEBVTT

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Sometimes, a lot of something can be great,

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like vacation time, premium parking spaces, chocolate.

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But you can have too much of a good thing,

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like being too concentrated in your

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own company's stock may not be ideal.

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And you might not even realize it's happening

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or you might not know how to navigate

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the trading restrictions

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and other potential regulatory issues.

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If you've been with your company for several years,

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I've seen cases where employees have as much as half

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of their net worth tied up in their company.

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You could have exposure to elevated market risk

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and volatility, potential tax issues and liquidity concerns.

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Depending on your age, your industry,

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and the health of your company,

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it's my opinion that the answer for you

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may be in the 10-25% range.

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Think of it like an elite athlete.

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A pro has a short window of high-earning potential.

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There's no guarantee of raking in

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the money for many years,

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so making the right decisions in those peak years is key.

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I know this can be a tricky situation to navigate.

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It's not just moving money around.

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This is not about your loyalty to your company,

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I feel that's demonstrated through

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your job and its fruits.

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It's about making wise investment choices.

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It's about loyalty to your family.

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It's important to set a plan in motion to diversify.

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One way to diversify is through a 10b5-1 plan,

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a pre-structured sale strategy.

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You have options, and we can walk you through them.

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We've helped many high-net-worth executives

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navigate through this and we strive to help you too.

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Let's connect and make a plan

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to help protect you and your family.

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I know your time is precious, so let's make it count.