Learn all you ever wanted to know about employee stock options with my free ebook, including:
My real passion is helping people who are serious about making great decisions with their money pursue financial success.
Like you, my clients are busy and successful. They often work with me because they are serious about creating a plan to exercise and sell some or all of their stock options (in the short or long term).
A plan that addresses the alternative minimum tax, holding period requirements, cash flow needs, investment risk, and personal financial planning goals.
Daniel Zajac, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional who writes about equity compensation and employee stock options in a way that is easy to understand.
Simone Zajac Wealth Management Group
Whiteland Business Park
740 Springdale Drive, Suite 204, Exton, PA 19341
Phone: (610) 363-1344
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