Decades of financial experience, coupled with renowned specialization integrating strategies for capitalizing on company-issued stock, employee stock options, and other equity compensation has allowed the Zajac Group to work with clients all over the country.
From developing creative, individualized financial plans and managing investments—to providing tax and cash flow planning—our financial services help you understand and achieve financial independence. With ongoing guidance and support, we help you make smart decisions that protect your hard-earned wealth for years of financial freedom and success.
We are accountable to you and make impartial recommendations based on your best financial interest without any pressure to promote proprietary products.
We provide you with a customized investment solution that is tax-efficient, low cost, and fully transparent. This may include individual stock positions, mutual funds, and ETFs.
In order to serve you best, we believe in a commitment to education. Our lead advisors are CFP® professionals. We also have CPAs, enrolled agents, and a CIMA on staff.
We embrace tax planning as a critical part of your complete financial plan, and have the resources and experience to evaluate and identify tax planning opportunities, especially as it relates to equity compensation.
We have experience in dealing with all things equity compensation, ranging from 10b5-1 plans and QSBS for executives and founders, to incentive stock options and AMT, torestricted stock and ESPP.