Step 1/4
Are You Interested In Learning What Selling Your Company Stock Would Cost You In Tax, In The Next 14 Days?
(One written plan for everything you own, without guessing at the tax bill)
If no - STOP AND LEAVE THIS PAGE
Step 2/4
How Did Most Of Your Company Stock Come To You?
Step 3/4
Imagine… within 14 days, you sit down with an advisor who looks at everything you own, the stock included, and you know what your next step is and roughly what it would cost in tax. Roughly how much is your stock in that one company worth today?
(i) One written plan for the whole picture: what to sell and when, the tax on each step, and what the rest of your money is doing
(ii) Every question answered before you pay a penny, and nothing is sold on the first call
Step 4/4
Congrats, You Qualify! Pick A Time For Your 30 Minute Call
You tell the advisor about the stock, how it came to you and what else you own around it, and you leave knowing how the whole picture looks and what the next step would be.
Calls run Monday to Thursday, 8am to 4pm Central, on Zoom. Your answers go to the advisor before you talk.
(Please allow a few seconds for the calendar to load)
Nothing is sold on this call, and every question you have gets answered before you pay a penny.
Thank You For Being Straight With Us
This call is built for people with $1 million or more in one company's stock who want an advisor to work out the plan with them. Based on your answers, it would not be a good use of your time today.
If that changes, come back and we will book you in.