Financial Advisor Senior ExecutivesSophisticated strategies for complex financial situations
Our Financial Services to Executives
Golden handcuffs refers to multiple compensation instruments such as stock options, deferred compensation, Supplemental Executive Retirement Plans (SERP), and Excess Benefit Plans. These are very complex benefits that have complex timing and tax issues. In order for you to retain the most out of the benefit, you need someone to help you understand the best time to execute and the effect that it will have on your tax bill.
Because we have such a deep expertise in tax planning, Frisch Financial Group is a perfect partner to help you capitalize on the rewards your company has given you. Through our financial planning process as part of our wealth management service, we will be able to guide you on the best time to take advantage of those stock options and when you should start withdrawing the deferred compensation so that you still have the resources you need without paying more tax than necessary.
These are sophisticated strategies for very complex situations.
If you are compensated with any type of golden handcuffs, we would love to meet with you and help you better understand them. We have offices in Long Island, New York City, Westchester, NY, and Tampa, FL.
An informative guide on how to get the most from your employee stock option grants.
SEND US A MESSAGE
Financial Education Matters
When you sign up to receive our Newsletter, we keep you informed with financial updates, educational articles, and breaking news.
445 Broad Hollow Road
Melville, NY 11747
1140 Avenue of the Americas 9th Floor
New York, NY 10036
2202 N. West Shore Blvd
Tampa, FL 33607
777 Westchester Ave
White Plains, NY 10604