WHO WE ARE
We are a Full Service Financial Planning and Asset Management firm. We’ll teach you to maximize the value and manage the risk of your employer-sponsored equity compensation and retirement plans while you build a diversified investment portfolio in order to confidently build your family’s wealth. Occasionally, we might also offer some lifestyle advice.
- Comprehensive Financial Planning
- Retirement Plan Asset Management
- Employee Compensation Strategy
- Diversification and Asset Allocation
- Complete Portfolio Management
- One-On-One Financial Planning and Consulting, In Person, On the Web or via Teleconference
For over 25 years, we have focused on helping executives and employees, like you, implement the two essential strategies that make the most of these programs sponsored by your employer. Retirement planning is strategic. It requires a long-term plan. Equity compensation planning is tactical. It requires disciplined short-term attention to detail.
We can show you how to do both to build your wealth for the long term. Get smarter about your serious money. Make a plan today.
Contact us for a Free 30 Minute Analysis and Strategy Session.Get Started
DO YOU HAVE A RETIREMENT PLAN?
Do you have a regularly monitored, disciplined, long-term strategy for managing your retirement plan? Ask for a Free 30 Minute Analysis and Strategy Session.
Find out if our interactive financial planning service is what you’ve been looking for.
During your free session, we will discuss these common concerns:
What are your most important financial and lifestyle goals? Does your retirement plan reflect these?
What is your net worth? How much of this is reflected by what you’ve set aside for retirement?
What most concerns you about your current financial situation? Do you know what is the biggest risk to your finances?
How much do you spend? Have you thought about how much you’d need to maintain your lifestyle in retirement?
Are you actively planning for a comfortable retirement by optimizing your company sponsored plan?
MAXIMIZE THE VALUE OF YOUR EQUITY COMPENSATION
We know from experience that many employees are confused and have many questions.
- Which grants should I exercise?
- Which ones should I hold?
- Do my Stock Options Expire?
- Are my Underwater Options worth anything?
- What is the Tax Treatment of my Option Exercise?
- Can I use my Stock Options to plan for retirement?
- Is there an Equity Compensation Diversification Strategy that can lead to Disciplined Wealth Building?
WE’LL GIVE YOU A SIMPLE METRIC TO OPTIMIZE YOUR EQUITY EXERCISES AND REDUCE YOUR RISK
Free 30 Minute Analysis and Planning Session
You should know these five things about your equity compensation:
Do you know how much you’d leave on the table if you left your company?
Do you know how much leverage there is in your current equity grants?
Do you know the stock price at which you to meet your financial goal?
Do know just how much of your net worth is concentrated in company stock?
Do you know the optimum time and/or price to exercise your stock option grants?
DISCIPLINED WEALTH BUILDING
INVESTING YOUR EARNED WEALTH REQUIRES A PLAN THAT MATCHES YOUR DREAMS AND IS TAILORED FOR YOUR COMFORT.
Strategic Financial Planning
We are ready to provide you with a comprehensive financial plan that incorporates your hopes and aspirations. We can help you budget, plan for college and save for retirement. Tell us how you want your wealth to Work
Start with a Free 30 Minute Analysis and Strategy Session
Walk through a simple 12-question process with us and then choose from a diverse set of custom portfolios that match your investment goals and risk tolerance. Enhance your portfolio management with automated portfolio rebalancing and tax-loss harvesting. All for one low fee.
Where we share our current thinking about managing equity compensation and retirement plan assets in conjunction with a life-long, strategic financial plan.
What We Are Reading Now
GET OUR E-BOOK
This common sense guide to your stock options and other equity compensation is a handy resource for anyone who receives equity as part of their pay. It offers simple strategies for making sure you don’t make big, expensive mistakes and includes easy-to-use tips and tools. You’ll learn to use your comp plan to prepare for retirement, minimize your tax burden and deal with the market’s ups and downs. Available at Amazon.com. $6.99GET YOUR COPY TODAY