executives
Life never stops getting busier for people like you: work, family, and community responsibilities have only increased. You are also in the stage of life to make the most of your wealth building opportunity. Avoiding mistakes are critical.
We can help you answer questions like:
What should my RSU strategy be? Should i hold my shares, sell or buy more? How does this change based on my personal risk tolerance, current share price, market outlook, and tax considerations?
Should I pursue the ESPP program? What are the downsides?
When and how should I exercise my stock options? What tax ramifications do I face?
Am I saving enough? Should I spend or save my bonus?
How can I maximize my employer benefits? I’ve heard of a backdoor Roth and a Mega Roth, but can I do those?
When can I retire, or work because I want to, not because I must?
What tax strategies are available to me during retirement and before retirement?
What am I missing that I just don’t know I don’t know?