You may be an associate approaching retirement. You are ready to navigate the planning opportunities and challenges that retiring workers encounter. You may be wondering how to handle a large concentrated stock position and are considering the advantages of diversifying your portfolio.
I Have Worked With Employees of UPS
Since the company went Public in 1999 I have worked with UPS employees, and also worked with employees who were part of the UPS Thrift Plan.
I have a strong understanding of retirement planning and the issues specific to retirees.
Your top concerns may be maintaining your lifestyle through retirement and, equally as important, keeping your hard-earned wealth.
You may be looking for more than investment advice – someone who focuses on your needs and well-being.
You may be looking for advice to guide your decisions around liabilities, estate planning, and other wealth management issues.
All of these planning issues can be discussed and tailored to your specific needs.
Concentrated Stock Strategies
There are many scenarios that can lead to a concentrated stock position, and monetization strategies can be effective for optimizing your portfolio’s performance and providing needed liquidity. We can implement strategies to alleviate potential risks while staying aligned with your goals.
If you would like additional information you may contact me by clicking on the Contact Us tab and go to Second Opinion, or by phone 813-835-2403.