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Stock Options
It is imperative in today’s volatile & uncertain times, that our
clients understand the risks & rewards inherent with receiving
stock option grants from their employers. Recent history has
shown that concentrated equity positions, in even the most
respected corporations, can be severely impacted by negative
business, market or regulatory activity.
Stock based compensation awards are tremendous opportunity to
accumulate wealth. But studies have shown that the grant
statements, annual summary reports, & other corporate sponsored
means for communicating these awards are of little benefit to
most option holders.
Combine inefficient education with the complexity of the income
tax laws, it is not surprising to here that many option holders
have allowed their “in the money” options to expire unexercised.
Shapiro Financial Security Group specializes in providing a
confidential & personalized service to help you unlock the
wealth building potential of these equity compensation
benefits.
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This is accomplished by: |
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Written reports |
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Educational presentations using personalized visual aids
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Comprehensive analysis of tax & financial planning
strategies |
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What is the value of working with SFSG: |
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Customized education will provide clients with a
greater understanding of their equity compensation
package. |
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A concise, efficient, & personalized monitoring
report will help clients to determine when to take
timely & prudent action, reduce emotional bias, & be
regularly reminded of wealth building potential of
option portfolio. |
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Improves potential investment in compensation
program and provides clients with risk reduction
strategies. |
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Development of tax minimization strategies specific
to client’s financial situation. |
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Comprehensive analysis of tax & financial planning
strategies |
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Services Offered: |
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Personalized education about options |
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Periodic update on status of option portfolio |
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Individual planning services specific to stated objectives |
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10b5-1 “blackout period” diversification plans |
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Shapiro
Financial Security Group: Dedicated to Helping You
Serve Your Clients.
Shapiro Financial Security Group specializes in providing a
confidential & personalized service to you and your clients
to help unlock the wealth building potential of their equity
compensation benefits.
This is accomplished by:
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• |
Written Reports
|
| |
• |
Educational
presentations using personalized visual aids |
| |
• |
Comprehensive
analysis of tax & financial planning strategies
|
| |
• |
Periodic update
on status of option portfolio |
| |
• |
Individual
planning services specific to stated objectives
|
| |
• |
10b5-1 “blackout
period” diversification plans. |
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| Working
with Shapiro Financial Security Group will provide:
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Customized education for your
clients establishes a greater understanding of their equity
compensation package.
A concise, efficient, & personalized monitoring report will
help clients to determine when to take timely & prudent
action, reducing emotional bias, & be regularly reminded of
the wealth building potential of their options portfolio.
Enhanced investment potential in their compensation program
and provide clients with risk reduction strategies.
Development of tax minimization strategies specific to your
client’s financial situation.
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