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.
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.