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Leaving Textron? Learn what happens to your stock options, how vesting and exercise windows really work, and the tax traps to avoid. Understand the rules so you don’t lose money.

They were surprised to learn they didn't need to save more or change their lifestyle, just redirect their dollars more intentionally. The biggest win was uncovering blind spots they didn't even know to worry about, like insurance gaps. With a clear plan, they left feeling relieved and confident.

John and Jane were unsure if they could retire as planned. We helped them lower taxes, reduce investment risk, and create a clear retirement plan. Now, they feel confident about their future.