Exclusively for J&J Employees:
Secure Your Future with the Right LTI Election!
Your 2026 LTI decisions are happening soon! The choice between Stock Options and Restricted Stock can significantly impact your financial future—don’t risk leaving thousands of dollars on the table.
Customized LTI Elections Built Around Your Goals and the Growth of Johnson & Johnson Stock
Your Choices:
100% RSU
25% RSU/75% Options
50% RSU/50% Options
75% RSU/25% Options
100% Stock Options
Our advisors specialize in helping J&J employees tailor LTI elections to fit their goals. We aim to reduce the financial stress of these decisions, helping you enjoy life now and stay prepared for what lies ahead.
What to expect
1. Schedule a 15-Minute Meeting
Schedule a 15 minute Zoom meeting. There is no cost to meet with us.
2. Determine Your Specific Needs
We'll ask questions to learn about your goals for your LTI benefits.
3. Educate
We can help educate you on your LTI benefits so you make the most tax-conscious and growth-focused decision that aligns with your goals
4. Provide Recommendations
We'll help you choose what percent of Restricted Stock or Stock Options you should elect based on your goals and our expert analysis of J&J stock right now.
5. LTI Election Report
For a nominal one-time fee we will prepare a customized LTI election report with your unique recommendation and a detailed explanation of our analysis.
1. Schedule a 15-Minute Phone Call
We can meet over Zoom or over the phone, whichever is most comfortable for you. There is no cost for this initial meeting.
2. Determine Your Specific Needs
We'll ask questions to learn about your goals and comfort level with risk to help you determine how to best use your J&J stock to meet your various financial goals.
3. Educate
Having worked with other J&J employees, we can help educate you on your LTI benefits so you make the most tax conscious and growth-focused decision that will benefit you.
4. Provide Recommendations
If we determine we can help, we will create a simple planning timeline that shows a clear path to address your most pressing needs. We will discuss our process for providing proactive ongoing planning for a nominal monthly fee.
5. This Is NOT a Sales Call
At the end of our call, we do not need to feel pressure to decide whether to work together. The only question we need to answer is whether or not to schedule another meeting.
We know you have a short window to make this election! We will provide your customized report in less than 24 hours.
Please select your preferred date and time below for a complimentary 15 minute call.
2151 E Baseline Rd. Ste. 101
Tempe, AZ 85283
*This information does not constitute financial advice. Consult with your financial or tax professional regarding these strategies or topics.
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