Our Planning Service for Financial Advisors
MAXIMIZE THE VALUE OF YOUR CLIENT'S EMPLOYEE EQUITY COMPENSATION
We know from experience that many employees are confused and have many questions.
- Which Stock Option Grants should be exercised?
- Which Equity Grants should be held?
- Are there Employee Stock Options about to Expire?
- Are Underwater Stock Options worth anything?
- What is the Tax Treatment of a potential Employee Stock Option Exercise?
- Can Employee Stock Options be part of a plan for retirement?
- Is there an Equity Compensation Diversification Strategy that can lead to Disciplined Wealth Building?
OUR PROCESS
WE’LL GIVE YOU A SIMPLE METRIC TO HELP OPTIMIZE YOUR CLIENT'S EMPLOYEE EQUITY PLAN AND EXERCISES TO REDUCE THEIR RISK
Complimentary 30 Minute Analysis
Your clients want you to help them maximize the value and manage the risk of their employer-sponsored equity compensation plans. Our service gives you access to a powerful equity compensation evaluation and tactical illustration presentation tool. Let us help you make the case for diversification and disciplined family wealth building.
Planning is Everything
Employees of publicly traded companies should know the answers to these five questions:
Planning for a career change, a lifestyle adjustment, or retirement, the timing can have a complex effect on your clients’ long-term outcome. Arm yourself with the tools to explain their equity compensation choices.
Vision Matters
How much does the client need? How much is enough?
How much do they want to leave behind? Give yourself the power to:
Maximize the value and manage the risk of client equity compensation
Tactically build a diversified client investment portfolio
Reduce client portfolio risk
Confidently build family wealth
Sustain or improve client lifestyle
Timing Counts
Your client expects more. Give them what they want today with a complimentary initial equity compensation evaluation. One-time or continuously monitored portfolio services are available