In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and deferred compensation plans. Sarah also explains the complexities around tax implications and how to divide your paycheck to maximize benefits while mitigating company risk. SYM Financial Advisors has deep expertise in this area, working with dozens of different companies globally, and welcomes anyone seeking help with their executive compensation and benefits.
“Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck.” – Sarah Delahanty
This week on Executive Decisions:
- Understanding and maximizing executive compensation and benefits
- Equity component of executive compensation
- “Executives have different benefits relating to long term incentive compensation, usually tied to company stock.” – Sarah Delahanty
- “Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck.” – Sarah Delahanty
- “How do we divide your paycheck up to maximize the different benefits, but also capture any value that comes from equity compensation, that is part of your total compensation.” – Sarah Delahanty
- “We really just say, make sure you have eyes on everything.” – Sarah Delahanty
- “If we just let the stock component of our portfolio as it relates to that single exposure to our company that we work for get bigger and bigger then all of a sudden that could create an imbalance and a potential or undue risk for us with our overall investment strategy.” – Sarah Delahanty
Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
