ESPP? RSU?

If your stock options make you feel like you’re drowning in alphabet soup then tune in as we explore the basics of executive stock compensation plans and how they may be taxed.

Stacey Frank is a second-generation owner and Vice President of A&I Financial Services who devotes herself to helping others achieve their financial success and goals. Stacey’s clients are independent women who are looking for a financial partner. She unlocks the mystery of financial planning and debunks money myths.

Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Please consult your financial advisor and CPA for advice specific to your personal financial situation.