Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Employee with Stock Compensation

You've elevated within your company. Not only is your base compensation higher than most, but you are also awarded opportunities to participate in the growth of the company through stock. You've likely started doing the math and realized that, based on your existing compensation and the vesting schedule, you could be in a really good financial position earlier than many of your peers, assuming wise decisions. The company that you work for has helped you accumulate wealth, and you have an affinity for the company’s stock. That said, you recognize an objective and professional perspective is likely appropriate for several reasons.

Your concerns entail some or all the following:

Financial Planning and Investment Management

  • Stock Options
    • ISOs
    • NSOs
    • RSUs
    • ESPP/ESOP
  • Retirement, Brokerage Accounts, and Education Savings
  • Real Estate: Primary Residence and Investment Properties
  • Planning for a career change

Mitigating Tax Liability

  • Balancing tax savings now with income tax planning for later
  • Deduction considerations
  • Estate & Probate Tax considerations

Estate Planning

  • Trust considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Gifting Strategies

Risk Management

  • Maximizing your company benefits
  • Needed additional coverage for untimely death, disability, long term care
  • Wealth transfer

 

                   

"If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed."
- Edmund Burke

Our Process

Financial Strategy

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professionals. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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