You Worked For Your Options - Make Them Work For You.
Your firm has recognized the contributions you've made to its performance and success by granting you options to purchase company stock. Representing more than your company's respect for you as a valued employee, stock options can help you develop a meaningful investment portfolio quickly...often with substantial gain.
That's why the decisions you make regarding your stock options - such as timing the exercise, how to complete the transaction and choosing to hold or sell the acquired shares - should be considered carefully. Each decision can significantly affect your long-term financial situation and our team is here to guide you and help simplify the process.
Whether executing by using your own cash, taking a loan at a very competitive rate or using your existing company stock to swap for the options, we review and discuss the numerous alternatives and find one that is the best fit for your individual situation.
Contact us to learn more about our dynamic solutions.
