Learn Advanced Equity

Compensation Strategies

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Strategic Tax Planning

Optimize Cash Flow

Mitigate Risk

Eliminate capital gains on your equity compensation just by changing how you invest.

Turn concentrated stock into a steady income stream using this popular options strategy.

Make decisions aligned with your specific stock options and life goals.

Eliminate capital gains on your equity compensation just by changing how you invest.

Turn concentrated stock into a steady income stream using this popular options strategy.

Make decisions aligned with your specific stock options and life goals.

Free Resources To Boost Your Knowledge

Strategic Tax Planning

Optimize Cash Flow

Mitigate Risk

Eliminate capital gains on your equity compensation just by changing how you invest.

Turn concentrated stock into a steady income stream using this popular options strategy.

Make decisions aligned with your specific stock options and life goals.

Experience. Results

The right advisor understands the intricate tax laws, strategic timing, and diversification techniques unique to company stock plans.

Navigating equity compensation requires more than basic financial planning – it demands specialized expertise.

Firms in the area whose professionals have made a connection

How It Works

1

2

3

Complete a brief, confidential form.

Receive an email with their qualifications and a link to their calendar.

It's up to you to schedule a complimentary call.

How It Works

1

2

3

Complete a brief, confidential form.

Review their qualifications and a link to their calendar.

It's up to you to schedule a complimentary call.

Your information remains confidential.

How Advisors Are Vetted

Reston Connect isn't a financial advisory firm. We are a referral service focused on helping professionals in the Reston area find highly qualified fiduciaries who specialize in the complexities of equity compensation.

We vet advisors based on their experience, credentials, and focus in this niche area.

Build a trusted relationship with an expert in your community.

How Advisors Are Vetted

Reston Connect isn't a financial advisory firm. We are a referral service focused on helping professionals in the Reston area find highly qualified fiduciaries who specialize in the complexities of equity compensation.

We vet advisors based on their experience, credentials, and focus in this niche area.

Build a trusted relationship with an expert in your community.

Connect w/ Advisor

You will receive a confirmation email that includes their qualifications and a link to their calendar.

It's up to you to schedule a complimentary call. Your information remains confidential.

Connect w/ Advisor

You will receive a confirmation email that includes their qualifications and a link to their calendar.

It's up to you to schedule a complimentary call.

Your information remains confidential.

Step 1

If you haven't already, watch our video on Strategic Tax Planning here.

Step 2

Enter the approximate current value of your equity compensation & press calculate.

Step 3

Update your financial plan to determine how much earlier you could retire just by changing how you invest.

*The blue line represents the hypothetical return on your current equity compensation if you diversified all of your shares into an S&P500 index fund. Growth is compounded over 20 years at the average annual rate of return for the S&P500 from 1994-2024. The red line represents the hypothetical return using the strategic tax planning strategy and reinvesting your tax credits every year. The 7.4% in additional annual return is based on average available tax credits in the S&P500 over the last 30 years. These numbers are based on historical data and are not guaranteed.

Step 2

If you haven't already, watch our video Strategic Tax Planning here.

Step 1

Update your financial plan to determine how much earlier you could retire by changing how you invest.

Enter the approximate current value of your equity compensation & hit calculate.

Step 3

*The blue line represents the hypothetical return on your current equity compensation if you diversified all of your shares into an S&P500 index fund. Growth is compounded over 20 years at the average annual rate of return for the S&P500 from 1994-2024.

The red line represents the hypothetical return using the strategic tax planning strategy and reinvesting the money you save in capital gains taxes every year.

Questions?

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Contacts

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info@email.com

*The information on this website, including any hypothetical performance data, is for informational purposes only and should not be considered as investment advice or a recommendation to buy or sell any security. This website, which facilitates connections between individuals and financial advisors, may present hypothetical investment performance information to illustrate the potential of various investment strategies. This means it is based on back-tested data, model portfolios, or projections of possible future performance. The primary purpose of presenting hypothetical performance is to provide a general framework for understanding how certain investment strategies might have performed under specific historical market conditions or could potentially perform in the future. Before considering any hypothetical performance data, you must be aware of the following significant limitations and risks: Past performance, whether actual or hypothetical, is not a guarantee of future returns. Using closing market price daily data over rolling 1-year periods, each of the 11 Select Sector SPDRs max drawdown from the start of each period was multiplied by the monthly starting weight of the sector in the S&P 500 Index. The drawdown percentages are added together to get the tax credit opportunity for the period. 8,348 data points were analyzed (start dates used 1/1/1990 to 12/31/2021). The economic and market conditions that influenced past performance may not be repeated. There is no assurance that any investment strategy will achieve its objectives or that you will not lose money. The hypothetical performance figures are the result of the application of a specific investment methodology and a set of assumptions. These may include, but are not limited to, assumptions about asset allocation, security selection, reinvestment of dividends and other earnings, and the impact of market and economic factors. A change in any of these assumptions could have a material impact on the presented returns. Hypothetical performance presentations may be shown "gross of fees," meaning they do not reflect the deduction of investment management fees, trading costs, custodial fees, and other expenses that a client would have actually paid. All investments involve risk, including the potential for loss of principal. The hypothetical performance data does not and cannot fully capture the risk associated with any investment strategy. The hypothetical performance shown may not be relevant to your individual financial situation and investment objectives. An investment strategy that may be appropriate for one investor may be entirely unsuitable for another. You are encouraged to work with a qualified financial advisor to determine an investment approach that aligns with your personal circumstances, risk tolerance, and financial goals.

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