Game your benefit elections

Financial Planning built for Nike Employees

We assist Nike executives and leaders in utilizing their benefits to their fullest potential. If you're starting your career at Nike or moving up in grade levels, we’ll ensure that you’re right path to reaching your financial goals.

Five areas where we can serve you

retirement planNING

From your late 20s, and over the next decade or two, you will find yourself in the middle of a unique opportunity to accrue wealth and plan well ahead for retirement.

ESPP (Employee stock purchase plan)

The benefit of buying the stock in the ESPP is that you purchase shares at a 15% discount to the market value. It seems straight-forward, and yet each time shares are purchased, they have a different holding period with varying rates of tax and consequences to review.

Retirement rolloverS

If you have an old 401(k) or 403(b) from a previous employer, we’d recommend consolidating them into a single IRA to access wider investment selections and flexibility in withdrawing your money early.

Diversification strategy

One of the popular questions we get asked is ‘when should I diversify away from Nike?’ We’ll work with you on when it’s right to diversify and if your proceeds should be used to buy more shares, pay off debt, or invest outside of Nike.

Saving and investing for a future goal

Need a down payment for a home? Planning your children’s education? Want to retire early? We’ll put together a financial plan that integrates your income, savings, and shows you how to reach short and long term goals.

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