Employee Stock Purchase Plans (ESPP) are company administered benefit programs that offer employees the opportunity to purchase common stock in their company, typically at a discount. Advantages of an ESPP Discount offers incentive to save/invest Convenient contributions through payroll deduction No commitment to purchase specific number of shares Discounted purchase price of stock (if your plan offers) Low purchase/Sell transaction …
What is a Comprehensive Wealth Manager?
A comprehensive wealth manager can handle all of your financial needs no matter what your life stage; they offer expertise in a variety financial specialties: Investment Services Retirement Planning Estate Planning Insurance Tax Planning Integration: Advantage of a Comprehensive Wealth Manager An advantage of working with a truly Comprehensive Wealth Manager is that a single person is able to integrate …