Broker Check

Recent Job Changers - Let Us Lend A Hand.

Retirement Plan Rollover

Retirement Plan Rollover

Frequently, clients are unsure about what to do with their previous employer's 401(k) or 403(b) plan. There are several common solutions: leaving the assets in the former employer's plan, rolling them over to the new employer's plan, or converting them into an individual retirement account (IRA). We assist clients in navigating these options, offering guidance to determine the most suitable choice based on their individual needs and preferences.

Health Insurance Options (COBRA)

Health Insurance Options (COBRA)

When transitioning between jobs, one of the primary concerns often revolves around health insurance choices. Deciding whether to continue with the previous employer's plan via COBRA, opt for individual coverage through the marketplace, or explore alternative options can be daunting. We provide guidance to clients, assisting them in making informed decisions that align with their needs and circumstances to find the most suitable health insurance solution.

Stock Options & RSU Planning

Stock Options & RSU Planning

Whether employed by a private or publicly traded company, new employees frequently face a multitude of decisions regarding participation in executive compensation plans. We offer guidance on a wide range of programs, including employee stock purchase plans, and assist individuals in navigating these options to make informed choices that align with their financial goals and circumstances.
 
 
 

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