As you pursue your career at Microsoft, your paychecks will increase and your employee stock options will compound. We've worked with many individuals at Microsoft, helping them leverage their benefits to optimize overall financial and retirement plans.
We can start with reviewing your 401(k) and ESPPs to discuss the opportunities and strategies available to you that align with your financial goals. For those who are Microsoft level 67+ or directors/officers, we also help with the additional compensation packages you receive, as well as planning for your 10b5-1. You can find some of the key areas to consider when maximizing your company benefits, as well as the link to book a call with our representative for Microsoft employees.
Information was obtained from sources believed to be reliable as of the current date, but no representation is being made as to its accuracy and completeness. Benefits may be subject to change at Microsoft's discretion. Tidemark Financial Partners and LPL Financial are not affiliated with or endorsed by Microsoft. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material