A More Confident Journey to Financial Independence

It starts with you and an honest commitment to your goals. It’s enhanced with our expertise, experience, and resources to help you achieve all you could have dreamed of, and more.

Let us look in your blind spot, be your sounding board, and bring you ideas, so you can focus on whatever it is that you love the most.

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Providing the Support and Financial Guidance You Need

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.

The Advantage of Working With an Independent Financial Advisor – Our Focus is You

You are our top and only priority, and our focus is doing what is right for you.
We Value our Independence

We are accountable to you and make impartial recommendations based on your best financial interest without any pressure to promote proprietary products.

We Build Customized Investment Solutions

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.

We Commit to Education

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

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 Specialize in 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, to restricted stock and ESPP.

Recent Articles

In depth, digestible articles that help you make sense of your employee stock options and other equity compensation.
6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options
by Daniel Zajac on August 3, 2021
Incentive stock options are a type of equity compensation you may receive as part of your overall compensation package. Incentive stock options, or ISOs, allow you to buy company stock at a fixed price for a set period of time,…
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What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event
by Daniel Zajac on July 22, 2021
Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange. Where shareholders may have previously only been able to buy…
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What Are the Key Differences Between Restricted Stock and Employee Stock Options?
by Daniel Zajac on July 1, 2021
Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock units and stock options are forms of equity, they each…
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6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest
by Daniel Zajac on June 15, 2021
Restricted stock is often considered the simplest type of equity compensation to understand. And relative to other types of equity you could receive, this might be true. But that doesn’t mean managing restricted stock is easy. Restricted stock gets complicated…
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How to Prepare for the Impact of Restricted Stock Units on Your Cash Flow, Tax Bill, and Investment Portfolio
by Daniel Zajac on March 24, 2021
Restricted stock units are often considered the most straightforward type of equity compensation. Unlike other ways that employees can receive shares of company stock, restricted stock units (or RSUs) often have a largely automated process for granting, vesting, and taxation.…
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What You Need to Know about Double-Trigger Restricted Stock Units
by Daniel Zajac on March 2, 2021
If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted stock units, or RSUs, come with this feature, it’s an…
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