ExecutiveTailored Services
- Strategies for RSU’s, LTIP’s, Deferred Compensation, etc.
- Stock Options Planning
- Concentrated Stock Management
- Early Retirement Planning
- Income Tax Planning
Key questions we can help answer
- RSU’s, LTIPs, Deferred Compensation, etc. – how is it taxed?
- Which grants should I exercise and when should I exercise them?
- A large portion of my net worth is tied up in company stock – how do I manage concentration risk?
- I want to retire early – how do I most efficiently bridge the gap between my retirement date and when my pension and Social Security begins?
- I’m so busy – how can I organize my finances and be in control?
