Coastal Financial Advisors


Stock Options

Stock options are a real specialty and many planners do not understand how to properly work with them.  NQ and ISO stock options should not be cashed in just because you need cash.  Special considerations should be well thought-out when option grants are cashed in.

Are you cashing in the oldest grant without getting the full value out of it?  

We provide a detailed report showing the most beneficial grant to cash and help you understand the tax consequences.

For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.

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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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