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Equity Compensation

Equity compensation can be complex.

Equity compensation can be complex.

But with the right knowledge and a clear strategy in place, you may be able to leverage your equity compensation within a comprehensive financial plan to meet your goals even sooner.

Our clients depend on our experience. Let us know how we can help you.

Who is a typical client?

Our typical equity compensation client is someone who works at a public company where they are issued options, restricted stock or performance shares and is interested in maximizing their equity compensation.

In addition, you are likely a good fit if you are:

  • Wanting to minimize your tax impact
  • Looking for assistance diversifying and managing the risk and reward of equity compensation
  • Needing help translating your equity compensation to address your future goals. 

Whatever your vision of retirement is, Schmerling Financial Group can help you build a plan to pursue your retirement goals.

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