Executive reward packages often include stock options and other forms of equity compensation. Many executives fail to take advantage of these valuable benefits due to a lack of proper financial planning. Fusion Wealth Management understands the unique challenges that executives face. We can assist you in developing a comprehensive plan to maximize the exercise and sale of Restricted Stock Units (RSUs) and Stock Options, reduce the tax liabilities associated with employee stock purchase plans (ESPPs) and other forms of equity compensation, and create a comprehensive plan for managing your concentrated stock holdings to ensure long-term financial security.
