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Equity Compensation Insights

Knowledge and Guidance for Better Understanding

Congratulations, you’re earning equity compensation. Now what?

If you’re fortunate to have equity included in your compensation package, congratulations. From an employee perspective, equity compensation can provide tremendous financial promise.

However, it can be difficult to unpack a compensation package including equity to fully understand what you’re actually getting, when you can use it, potential tax implications, and how it fits into you and your family’s overall financial strategy.

Due to the many considerations surrounding equity compensation, it is essential to understand the terms and conditions of your package so that you can factor the benefits into a smart, strategic, and successful portfolio.

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We specialize in helping you understand your equity compensation package and make smart financial decisions to maximize both the short and long-term benefits of that equity.

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How SEAMFI Can Help

Together we’ll review your stock compensation package to be certain you understand what you’ve got, what it may be worth, how it’s valued, what you can and cannot do with the stock, and what the potential tax implications of every action could be.

Then, we’ll discuss how your stock compensation fits within your overall investment strategy to ensure you make the right moves at the right time and keep your portfolio’s share of your company’s stock right-sized and balanced.

Ready to better understand your equity compensation?

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SEAMFI, LLC is a Registered Investment Advisor in the State of Washington and California. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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