Here's what clients are saying about StockOpter.com and StockOpter Pro...
“Over the years our firm’s corporate executive clients have benefited greatly from the equity compensation tax planning strategies generated by StockOpter Pro. The 2018 release clearly shows the positive impact of the new tax law on Incentive Stock Options, but it is equally effective for general tax planning.”
Chuck Steege, CFP®, CEP, CKA®, President, SFG Wealth Planning Services, Inc.
“StockOpter.com is a great website! It would be very valuable to the thousands of people who have stock options and have no idea what to do about exercising them.”
Merck & Co. Recipient
“Two essential functions make StockOpter.com the ideal tool for advising corporate executives: 1) the “Monitoring” feature adds needed structure to what would otherwise be a risky market timing approach to diversifying concentrated company stock positions and 2) the opportunity for an executive to see his or her potential “Forfeit Value” to help them properly value their comp package which comes in handy if they are considering a career change or recruiting offer.”
John Barringer, Executive Wealth Planning Partners, LLC
“As a CPA and CFP, I have used StockOpter Pro for 14 years. Providing comprehensive employee stock option and equity compensation planning with StockOpter Pro has provided our firm a competitive advantage. We use the tool to design and demonstrate strategies as well as calculating tax impact for immediate diversification. Obviously, you do need the knowledge to design strategies, but StockOpter Pro makes this easy and provides reliable calculations. It is a must-have tool for working with executives!”
Lynn L. Chen-Zhang, Zhang Financial
“I’ve found great value in using the StockOpter “what-if” dashboards to help create time and price decisions for my clients.”
Geoff Zimmerman, Mosaic Financial Partners
“Thanks for creating such a great application! I had been looking for something or someone to help me make rational decisions regarding my stock options. StockOpter.com is exactly what I was hoping for.”
“The real value of StockOpter.com lies not in its computational, analytical and modeling capabilities (strong as they are) or in its capacity to manage data, but in its potential for managing key relationships. First and foremost StockOpter is a relationship management tool.”
John L. Olsen, CLU, ChFC, AEP and Financial Guru