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Leveraging Your Pfizer Employee Benefits

As you pursue your career at Pfizer, your paychecks will increase and your employee stock options will compound. We've worked with many individuals at Pfizer, 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 Pfizer 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 Pfizer 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 Pfizer's discretion. Tidemark Financial Partners and LPL Financial are not affiliated with or endorsed by Pfizer. 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

Use the online calendar below to book your complimentary initial meeting with our advisor who specializes in working with individuals in your field.

We review and discuss the strategies that can help you make the most out of your Pfizer benefits, while making sure that your overall financial plan aligns with your unique situation and goals.

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Tidemark Financial Partners, SDBN, CLSA and LPL Financial are separate entities.