© 2018 by Clearview Financial, Inc.

Full

Service

  • Investment Management

  • Equity Compensation Management

  • Retirement Planning

  • Tax Planning

  • Estate Planning

  • College Planning

Minimum Investment: $375,000

Equity Compensation Managment

  • For those who only want equity compensation management service

 

Includes:

  • An initial meeting where we will discuss your current situation and what actions, if any, you should immediately make.

  • Guidance on strategies to minimize your tax consequences.

  • Setting up triggers for when you should exercise your options.

  • Continuous monitoring of the triggers.  An email will be sent to you and your advisor the moment a trigger is hit.  

  • Access to your equity compensation monitoring portal.

  • Quarterly Reports and Annual meetings to discuss your current situation and if any triggers should be adjusted.

 

One Time Start-Up Cost: $495

Monthly Fee: $95