You have known for years that you should not have this much in one name.
The tax is the reason you still do. Answer 4 quick questions to see if you qualify for a free 45 minute conversation. You leave with your whole financial life on one page and what getting out of that position would really cost you, step by step. Nothing is sold on the call.
Step 1 / 5
Are You Looking To Reduce How Much Of Your Wealth Sits In One Company's Stock In The Next 12 Months?
If no - STOP AND LEAVE THIS PAGE
Step 2 / 5
Roughly What Is That One Company's Stock Worth Today?
Step 3 / 5
What Has Stopped You Selling It So Far?
Step 4 / 5
If The Plan Made Sense, Would You Want Somebody To Run It For You?
Step 5 / 5
Pick A Time For Your Free 45 Minute Conversation
You leave with your whole financial life on one page, what your probability of success actually is, and what getting out of that position would really cost you, step by step.
Conversations run Monday to Friday, nine to five Pacific, and only a small number a day, so the times you can see are the times that are genuinely free.
(Please allow a few seconds for the calendar to load)
Nothing is sold on this call and nothing is signed. Every question you have is answered before you pay a penny.
Thank You For Being Straight With Us
This conversation is built around a large single-stock position and the tax decisions that come with it. Based on your answers, it would not be a good use of your time today.
If that changes, come back and we will book you in.