DO I HAVE TOO MUCH COMPANY STOCK?

You’re proud of your career. You’ve made serious contributions to the success of your company – and you’ve been rewarded with company stock. But now you’re starting to worry, does too much of my future rely on the success of just one company?

Having too much company stock is a risk, not just from a valuation standpoint, but from a tax-liability standpoint as well. That’s why unwinding concentrated stock holdings requires thoughtful strategy. Affiance Financial’s investment professionals have defined strategies they can guide you through, to move your hard-earned company holdings into a tax-aware, risk-aware portfolio, better suited to your long-term investment goals.