Executives with Stock Options If you have multiple stock plans as part of your compensation, you need a flexible strategy to help meet your goals while mitigating the risks associated with concentrated stock positions. Our team has extensive experience navigating seemingly complex equity plans and integrating those stock-based resources into your financial and estate plans. Talk with us about maximizing the legacy that you will leave in our community and for your family. Contact us to schedule a consultation Name Email Address Phone Question Thank you! Oops!