Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your philosophy around planning. Our team can help you navigate and understand your benefits / compensation plans to maximize your comprehensive planning. A few of these areas include:
* Retirement & 401(k) planning* Restricted Stock Units (RSU) and Stock Options* Net Unrealized Appreciation (NUA)* Pension Planning* Employee Stock Purchase Plan (ESPP)* Benefits: Life insurance, Disability insurance, Health insurance, HSA / * FSA, Retiree Medical Savings Account, Group Legal plan, etc.
Please contact us if you have any questions or would like to learn more about 3M planning.