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P&G Employees

P&G offers incredible benefits for their employees, and we recognize that it can feel like a full-time job trying to understand it all. 


We would like to help you make sense of those benefits available to you and assist you with any questions you may have. 

For P&G Employees

Our team would welcome the opportunity to meet with you and your family to learn about your financial situation and your goals. Once we determine your objectives, we will help build a financial plan with clear steps toward accomplishing your goals.

Do you need assistance with any of the following? 
  1.  Understanding your Savings Plan and Profit Sharing Trust (PST)?
    1. Should I diversify and why?
    2. What should I diversify into?
    3. What are the benefits of diversification?
  2.  Decisions you need to make regarding your STAR and/or LTIP awards?
    1. Should I elect options? What about RSUs? Does cash make sense?
    2. How does this affect my tax situation?
    3. Which options should I exercise? Should I wait?
  3.  Wanting to make sure you have your I’s are dotted and T’s crossed for retirement?
    1. What should I expect regarding Health Insurance?
    2. How do I make sure my bills are paid?
    3. What is NUA and why do I keep hearing about it?
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Defining Success

How we define a successful relationship with our clients:

  1.  Reduced financial stress through a comprehensive, understandable plan to accomplish your financial goals.
  2.  Total trust. We want you to get to know about our families just as we get to know yours.
  3.  Complete transparency on how we charge for our business and what that looks like for you.

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from the Crew.