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The Boss

Client Centered


The Boss’s successful career and company drives her. She’s interested in keeping both her shareholders and her employees happy, and wants to fully understand stock options, ESOP, and restricted stock units as well as employee benefits such as 401ks, roll-overs, and pensions.

Concerns & Goals

  • Stock Options, ESOP, Restricted Stock Units
  • Goal and Retirement Planning
  • Asset Allocation
  • Risk Management and Diversification
  • 401k and Rollovers
  • Pensions

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