At Heritage Oak Wealth Advisors, we specialize in helping corporate leaders navigate the complexity of executive compensation packages.

Whether your organization offers equity awards, deferred compensation plans, or unique retirement benefits, these programs present incredible opportunities—but also require informed, timely decisions.

Here’s How We Can Help:

If you provide us with your company’s benefits package, we’ll break it down and help you understand every option. From equity vesting schedules and tax implications to deferred compensation strategies and retirement planning, our goal is to simplify the process and ensure every decision aligns with your long-term financial success.

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Common Benefits We Help Clients Navigate

    • Restricted Stock Units (RSUs)

    • Performance Share Units (PSUs)

    • Non-Qualified Stock Options

    • Employee Stock Purchase Plans (ESPP)

    • Non-Qualified Deferred Compensation (NQDC)

    • Executive Savings Plans

    • Age-Based Distribution Options

    • Voluntary Separation Programs

    • 401(k) Plans (Traditional & Roth)

    • Mega Backdoor Roth Strategies

    • Net Unrealized Appreciation (NUA) Strategies

    • Restoration Plans

    • Company Match Calculations

    • Tax Optimization Strategies

    • Health Savings Accounts (HSA)

    • Executive Allowances for Financial Planning & Lifestyle Services

 

The Bottom Line

You don’t need to be an expert in your company’s plan—that’s our job. Bring us your benefits details, and we’ll help you maximize the full value of your compensation package.

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