Employee Benefits

  • Do you feel that you are maximizing your company benefits?
  • Do your benefit plan choices compliment your investments in your brokerage accounts?
  • Do you have a plan to exercise stock Options?

We believe that employee benefits generally increase total compensation by a significant amount. Failure to understand and take advantage of these valuable benefits can be a costly mistake.

We study meticulously our client’s company benefit and compensation plans because we understand that a significant portion of an employee’s wealth is tied to his/her company benefit plan and compensation.

We seek to provide financial guidance that enables employees to understand, appreciate and maximize company benefits and compensation plans within the context of their general financial plan.