First Command Financial Services works with tech employees with stock options, RSUs and an employee stock purchase plan, and too much of their net worth in one stock. The questions are specific, and so are the answers.
What we usually help with
- Stock options, RSUs and ESPP shares
- Reducing a concentrated stock position
- Taxes on vesting and exercise
- Mega-backdoor Roth contributions
- Planning around liquidity events
How First Command Financial Services works with tech professionals
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Military retirement planning, TSP rollover to an IRA, Survivor Benefit Plan election.
Who We Help
This article is general financial information only, not investment advice tailored to your circumstances. Investing involves risk, including loss of principal. Before making any financial decision, consult a qualified professional about your specific situation.