Sometimes a lot of something can be great. Like vacation time, premium parking spaces, chocolate.

But you can have too much of a good thing.

Like being too concentrated in your own company's stock may not be ideal.

And you might not even realize it's happening or you might not know how to navigate the trading restrictions and other potential regulatory issues.

If you've been with your company for several years, chances are your salary, your 401k match, and stock compensation all tie to one company.

I've seen case where employees have as much as half of their net worth tied up in their company.

What's the Danger?

You could have exposure to elevated market risk and volatility, potential tax issues, and liquidity concerns.

One solution is to Diversify. I feel 50% tied up in your company is too much.

What's the right number?

Depending on your age, your industry, and the health of your company, it's my opinion that the answer for you may be in the 10-25% range.

Think of it like an elite athlete.

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

There's no guarantee of raking in the money for many years, so making the right decisions in those peak years is key.

I know this can be a tricky situation to navigate.

It's not just moving money around.

This is not about your loyalty to your company, I feel that's demonstrated through your job and its fruits.

It's about making wise investment choices.

It's about loyalty to your family.

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

One way to diversify is through a 10b5-1 plan, a pre-structured sell strategy.

You have options and we can walk you through them.

We've helped many high-net-worth executives navigate through this and we strive to help you too.

Let's connect and make a plan to help you protect you and your family.

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