Executive Compensation Plans/Stock Options
Many of our clients are at the top of the management ladder in public corporations. As such, they receive additional compensation programs such as stock options or deferred compensation plans. These plans can play a critical role in building and enhancing wealth if utilized correctly. As a part of your wealth management plan, you will learn how to best take advantage of these programs, including the most tax efficient way to use them.
If you work for a corporation, you must take advantage of what is given to you. You may be limited by what your company offers you, but you may still convert it into a cornerstone of your wealth, a wise investment.