For individuals whose compensation consists of multiple components, effective planning is critical to increasing net benefits.
We don’t just use financial planning software and a calculator. Instead we thoroughly review and organize your compensation plan and help you reduce risk, maximize economic benefits and manage taxes associated with your equity based compensation.
You’ll receive a complete review of:
- Incentive stock options / Non-qualified stock options
- Restricted stock / Restricted stock units
- Phantom stock / Stock appreciation rights (SARs)
- Employee stock purchase plans (ESPPs)
Equity compensation and the decisions that surround it are complicated. Our executive compensation review is part of your overall financial plan and designed to deliver clarity about the decisions you face, enabling you to approach them with confidence.
Talk to a financial advisor at Michigan-based Capelli Financial Services today.