We are here to help you:
Stop Worrying That You’re Missing Out
Avoid Tax Surprises
Align Your Personal and Professional Success
Financial Planning for Pharmaceutical Professionals
Make the most of your employee stock incentives and benefits.
Do You Have FOMO About Your Stock Incentives?
You want to ensure that you’re not leaving anything on the table when it comes to your compensation. But how can you know for sure when stock and benefits are so complex and tax mistakes are so easy to make?
Your benefits should be just that—a benefit, not a burden.
Take Control of Your Benefits Program
You shouldn’t have to worry that you’re overlooking the opportunities your employee stock and benefits offer. We provide financial planning to leverage your stock incentives (ESOPs, RSUs, SARs, and NQSOs) and help create both personal and professional success.
Our goal is to help you:
Take the Guesswork out of Your Benefits
See the Big Picture of Your Financial Life
Free Up Your Time to Pursue Your Goals
We Know How Hard
It Is to Coordinate
Your Benefits
with Your Overall Financial Picture
We have partnered with clients for over 20 years to integrate their stock incentives into a broader financial plan.
Our team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide comprehensive advice.
With a Certified Public Accountant (CPA) on staff, we offer ongoing tax planning to help optimize the timing of your benefit decisions.
Stop the Guesswork and Make Informed Decisions
Let’s face it: Stock and benefit plans are complicated, and mistakes are easy to make, which can leave you feeling like you’re missing out. At HIGHLAND Financial Advisors, we partner with you to capitalize on your stock compensation and benefits so you can feel assured that you haven’t overlooked any details.
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We are a fee-only independent Registered Investment Advisor based in Wayne, NJ, helping pharmaceutical employees make good decisions about their corporate benefits and long- and short-term stock incentive plans. We help you:
• Stop worrying about your benefits and gain back your time
• Reduce the financial risk that comes with an overconcentration of wealth in employer stock
• Coordinate with your CPA on tax planning so you don’t have to
• Quit listening to the noise and make the best decisions for you and your family
• Integrate your benefits into a personal financial plan for long-term success
• Spend intentionally without fear of needing additional cash for life’s surprises or taxes
How to Work with Us
1. Schedule an initial consultation to get to know each other.
2. Meet to discuss your financial situation and see if there is a mutual fit.
3. Sign the agreement to start making your employee stock and benefits work for you.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
Are a pharmaceutical professional concerned that you’re leaving opportunities on the table
Seek to integrate your stock incentives into a broader financial plan
Want a long-term, ongoing relationship with a financial advisor
Have investable assets of more than $1 million
Take the First Step—Schedule a Call
Are you ready to stop feeling confused about the decisions you should be making for your employee stock and benefits? We want you to quit feeling like your benefits are a burden and instead embrace them as a way for you and your family to live great lives. Take the first step for both personal and professional success by scheduling an introductory call.
