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As a single parent, Maggie has enjoyed knowing her equity compensation has been growing as her team has hit performance targets. There was little to do with her Performance...
Restricted Stock Units
With a PhD in Engineering, the seasoned systems engineer brought his wife, Deena, her father and his mother from India on an H1B visa ten years ago with his employer in...
Jill SFG clients Jill and Arshad never thought the term, “sandwich generation” would fit their situation. For years, they had lived off Jill’s corporate salary as an HR...
Victor* was ever the smartest kid in his class, even after his family immigrated to the US for his sophomore year. Bilingual, a whiz in math and keen to invest in the stock...
Valeria “Val”, 43, a rising sales leader for a west coast IT company, was named president last year. She’s been a high company performer for years and...
It’s a classic competition for funds. Caleb*, 25, has launched his career as marketing support manager for an alternative energy company. After working his way...
When company ownership is in play, all assumptions are on the table as to the company’s future and the executive’s own employment. Marcus wondered if his...
Linda* wasn’t expecting to leave the cosmetics company where she’d worked for 18 years, the last six as senior vice president. Her position was eliminated...
The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments...
Life took an unwelcome turn when Liam suffered a heart attack at work. The hard-charging chief logistics officer for a pharmaceutical company accepted stress as part...
Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology...
Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor...
Forty-three and single, Lynn was just promoted to Chief Marketing Officer-Pacific Region. Her higher compensation qualifies her to participate in the company’s...
Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife,...
As Beverly nears her 60th birthday and the vesting of her performance awards, she plans to meet with her estate planning attorney to get her affairs in order. She...
Sid is considering using nonqualified stock options (NQSOs) to fund Aaron’s college costs. He has 2,000 shares that are exercisable at $50 per share. To exercise...
Eileen is the general counsel of a high-tech company. Her company was just acquired by an out-of-state company. The sad fact is that all headquarters personnel...
Nick is craving an ocean adventure that’s bound to give him a sense of freedom and accomplishment. As Executive Director for a commercial airline, he wants to strategically...
Jason has prospered over 20 years as research director for a privately owned medical device company. He was granted 10,000 shares of phantom stock, now worth $150 per...
Grit and determination and a long career in consumer solutions have led Gwen to her current role as president of a high-end fashion retail company.* Two retail companies...
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Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an SEC Registered Investment Advisor.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex