Challenge
Top talent at Fortune 500 companies often need help investing in company stock options. One of our clients was a senior director at a national retail firm. He had no time or inclination to think about stock options, long-term capital gains, or asset allocations.
SOLUTION
We worked directly with his CPA and his firms’ options plan manager to make the best decisions for him. We coordinated his 401k plan and investment accounts at Aurora so he could see them all at one time and make big picture decisions with that information.
RESULTS
Our client has had more free time to watch his daughter cheer, his son play football and refine, with minor success, his own golf game. We meet at least two times a year to review his long-term financial plan and to make him aware of any recommended changes.
Every client has a unique story. Your plan and results may differ.