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Employee Compensation Planning

We understand the unique planning needs of those who receive additional compensation outside of their salary.  Strategic planning around incentive stock options, RSUs, and concentrated positions are important areas to consider. Phillip James can help manage around these opportunities to find the optimal strategy for you and your financial goals. 

What Value Does Phillip James Financial Add?

  • Identify and plan for tax consequences

  • Reduce concentrated (specific company) risk

  • Determine timing and execution