ENTREPRENEURS & PROFESSIONALS

We help executives, engineers, scientists, and other busy professionals proactively manage company stock, seamlessly coordinate benefits, optimize your portfolio and reduce taxes.

  • Plan for your equity compensation – Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Incentive Stock Option (ISO), Non-Qualified (NQs) and others

  • Help with concentrated stock positions

  • Plan a tax-conscious liquidation strategy, considering grants, holding periods, and outside cash needs

  • Assess ways to hedge the risks of a concentrated holding, such as the use of options on long shares 

  • Understand how vested and unvested stock options may be treated if you leave the company or retire

  • Explore cashless or sell-to-cover exercises of stock options

  • Implement a multi-year diversification strategy through an ongoing wealth management advisory relationship

  • Coordinate the approach with your tax advisor and estate planning attorney

SERVICES INCLUDE:

  • Understand unique employer benefit packages – in additional to navigating company stock holdings, we’ve amassed comprehensive knowledge on the offerings such as:

    • 401k Retirement Plan

    • Which investments to pick?

    • Which type of contributions to make?

    • When to roll over?

    • How to get your 401(k) match

  • Coordinate with your tax professional

  • Executive Deferred Compensation

  • Life Insurance

  • Disability Insurance

  • Understand the impact of your partnership/ownership changes.

  • Evaluate the sale of your business to increase your understanding of how that would impact your unique financial situation. 

  • Balance estate planning and multigenerational intentions.  

  • Evaluate which retirement plan is best for your small business (401(k), Pension Plan, Defined Benefit Plan, SEP Plan, SIMPLE IRA, etc.)

  • Exit and liquidity planning

What you can expect from us

Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary.

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    AMBASSADOR CALL

    No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.

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    INITIAL MEETING

    We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

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    CUSTOM PLAN DESIGN

    With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments

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    RECOMMENDATIONS

    Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Let’s Talk

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