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Executive Compensation.
GoalVest is dedicated to assisting individuals in optimizing their compensation package and planning for a secure retirement. We understand that executive compensation can be intricate, with various elements such as incentive stock options, non-qualified stock options, restricted stock units, executive perks, and retirement packages. We aim to simplify this complexity for our clients, taking into consideration their financial needs and goals. Our approach involves summarizing and estimating the after-tax impact of all executive compensation components, allowing us to develop a detailed plan that addresses exercising options, reducing risk, and mitigating tax consequences. By providing this comprehensive guidance, we empower our clients to make informed decisions about their executive compensation.
Terms Defined:
Executive Compensation- a package of offerings to executives of a company for their service and performance
Incentive stock options (ISO)- the employee’s right to buy shares of company stock at a discounted price with possible added tax breaks on profit
Non-qualified stock options (NSO)- the employee’s right, within a timeframe, to buy a set number of company stock shares at present price
Restricted stock units (RSU)- an award of stock shares
