New to the company? Or need help with planning? We have the experience and expertise to help you maximize your company plans. 

The Zurich Stock is an important part of your compensation. We can help you understand the plan, the Swiss tax withholding, and how to minimize US income taxes. 

Should you defer your bonus? What distribution election makes the most sense? We can help. 

Should you save in the Roth? What mutual funds make sense? Are there any planning strategies? We can help.