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401(k)/Employer Plan Investment Recommendations
We'll make investment recommendations so your employer plan is both non-redundant and complementary with your investment portfolios.
Professional Employer Organization Recommendations
This is for small business owners who would like to have a "back office in a box", rather than hiring individual firms or employees to do payroll, HR, Retirement Plans, etc.
Advice regarding RSUs (Restricted Stock Units) and ESPPs (Employee Stock Purchase Plans)
We know that employer stock offerings can be confusing, so we help you understand what they are, how to manage them, what the tax impacts are, etc.
ESOP Exercise Optimization
We provide education and advice.
Benefits Election Recommendations
We analyze your current employer plan offerings to determine if your coverages are cost effective.
Job Change/Promotion Considerations
We'll ask the Socratic questions to help you determine the best route for you and your family.