Planning for equity compensation

We are skilled at helping you understand your equity compensation and strategies aimed at creating wealth! Equity compensation can be difficult to understand including:

  • Overview of taxes involved
  • Understanding how your equity vests
  • What to do once you’ve received company stock

We work with you to look into and consider how your equity compensation factors into you financial plan. If you have one of the plans below, we can help

  • Incentive Stock Options (ISO’s)
  • Employee Stock Purchase Plans (ESPP’s)
  • Restricted Stock Units (RSU’s)
  • NonQualified Stock Options (NSO’s)
  • Stock Appreciation Rights (SAR’s)

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Matt Jackson

Matt Jackson, CFP®

Vice President - Financial Advisor, Senior Portfolio Manager

480-609-4902
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