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.