As a corporate executive, your time is extremely limited, yet your compensation package can be complex, with many moving parts that require ongoing attention. And so often, there is a lack of coordination, and the ability to take your planning to the next level…to get from where you are, to where you want to be. We operate as your personal CFO, reviewing all components of your executive compensation, proactively providing guidance and recommendations designed to help you optimize value, reduce taxes, and build your net worth.
Our team provides you with ongoing specialized guidance in your compensation elements, such as:
- Non-qualified stock options (NSOs or NQSOs)
- Incentive stock options (ISOs)
- Restricted stock
- 401(k) and Stock Purchase Plan
- Pension
- Deferred Compensation
- Other compensation perks
