Employer Plans and Stock Options

 
Many companies use employee stock option plans to compensate, retain and attract employees. Through employee stock ownership plans (ESOPs) and stock option plans, employees can gain partial ownership of their employer’s company and share
in its growth and success.
 
Barker Financial can help you understand how to manage your plan and how your plan fits into the rest of your investment portfolio. First, we’ll find out about your expectations for stock price appreciation, learn about your plan rules, and assess
your current and future financial needs, tax situation, and risk tolerance.
 
And then, we’ll give you guidance in viewing the “big picture”: what are the tax consequences? How should you invest your proceeds? And how does your stock option relate to the rest of your investments? Together, we can draw a road map to make the most of your stock ownership or stock option plan.