Employer Benefits

Employer Benefit Services

If you are fortunate to receive executive compensation, stock options, stock units, 401ks, Roth 401ks, or any other employer compensation, we can help you navigate how to make the most of them.

Here’s how it works:

  • We will do an in-depth evaluation of the compensation packages and employee benefits.
  • Continuously review vesting and options if necessary.
  • Cautiously review tax ramifications of exercising options.
  • Monitor the timing of 401ks and when to put money in and take money out.
  • Review current investment options.

Ready to talk more about Employer Benefits?

 Let’s start a conversation. Send us your contact information and we’ll be in touch to go over your finance goals.

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