Workplace Benefits

As part of Planning services, we may discuss your company's benefits handbook to help you make better decisions in maximizing what you have. We help educate you on what is being offered so you can make the best decisions for you have your family.

  • ISO's
  • NQSO's
  • 83b Elections
  • NUA Strategies 
  • RSU's
  • Cafeteria Plans 
  • 401k, 403b , 401a installations 
  • Tax planning strategies 
  • HSA's
  • Health Insurance
  • Group Life Insurance plans
  • Group Disability plans