Retirement for early generations was much simpler in that you could rely on your pension, social security, and investment assets to support your retirement. For many employees pensions are long gone and replaced with complex 401k matching formulas, restricted stock, qualified and non-qualified stock options, corporate owned life insurance, and performance based awards to name a few. These complexities make it very difficult for people to know what they have and how they can maximize these benefits.
How Thrive Can Help:
- Simplify - We'll work with you to simplify these complex benefits so you know what's available
- Enhance - You do not want to leave money on the table. You've worked hard for these benefits and deserve to take full advantage of each vehicle. This involves following plan rules and understanding unique tax consequences. Decisions can only be made after an understanding of how they fit into your plan.
- Experience - Our clients have similar benefits. We've seen almost everything and can help you efficiently navigate your benefits.
If you are not maximizing your Employee Benefits, please contact us today!
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither personalized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Clients are free to accept or reject any planning recommendations provided by Thrive and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Thrive is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.