Microsoft

EMPLOYEE BENEFITS PLANNING

Leverage your compensation and benefits plan to achieve your financial goals.

We help you make the most of your Microsoft benefits package in light of your financial needs. We are experienced in working with Microsoft employees and have a deep understanding of the intricacies of their plans.

  • Seamlessly coordinate your Microsoft assets (401(k), BrokerageLink®, Retirement Contribution and Deferred Compensation Plan) with the rest of your balance sheet.
  • Optimally manage your Stock Options, RSUs and ESPP shares held in your Fidelity account.
  • Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
  • When the time is right, we’re here to help you transition with confidence from Microsoft to the next phase of life.
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