Congratulations on being an integral part of your company. Many companies offer corporate benefits such as stock options and restricted stock shares as a way to compensate their employees. Although benefits are useful in building your Net Worth and retirement portfolio, they need to be fully evaluated to ensure that you will receive the most from them.

We specialize in assisting clients with the following:

  • Nonqualified Stock Options
  • Incentive Stock Options
  • Phantom Stock
  • Nonqualified Deferred Compensation
  • Split Dollar Life Insurance
  • Concentrated Positions in Employer Stock

We help our clients understand the benefits offered to them and provide advice in utilizing these options. If you're interested in learning more about how our team can help, please contact us.