Hi, I'm Daniel Zajac, CFP®.

I write about equity compensation and employee stock options in a way that is easy to understand.

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Free Ebook Download

Learn all you ever wanted to know about incentive stock options with my free ebook, including:

  • What is an incentive stock option
  • How your income may impact how valuable your incentive stock options may be
  • How your cash flow may be impacted by a qualifying or a disqualifying disposition
  • How your after-tax value may be impacted by a fluctuating stock price
  • And several strategies to consider for exercising your incentive stock options

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My real passion is helping people who are serious about making great decisions with their money pursue financial success.

My firm’s full-service approach allows us to work with our clients to develop a cost-efficient financial plan, with the appropriate investments, that helps you reach your goals.

A plan that is tax smart, progressive, and targeted towards your personal and family wants and needs.

I’M READY TO GET STARTED!

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