- Peter Wheeler, CLU, ChFC, CFP, CIMC, president of Wheeler/Frost
Associates, Inc., announces the release of his new book designed to
provide a one-stop resource for anyone faced with the complex questions
surrounding stock options and
grants.
Stock Options & Grants: The Executives Guide to
Equity Compensation" is an excellent financial reference source for
consumers and financial professionals alike. In question and answer
format, it is a quick to read analysis of questions individuals with
stock options or grants frequently ask or need to ask. Individuals or
their financial advisors can use Stock Options & Grants: The
Executives Guide to Equity Compensation" to educate themselves on the
issues they may face when dealing with equity compensation.
Peter
Wheeler, CLU, ChFC, CFP, CIMC, wrote the comprehensive 194-page book to
educate and inform readers as they explore their options. The content
features real-life stories and examples in such areas as underwater
options, tax planning, charitable gifts, and stock grants and divorce.
Wheeler
intends for this book to act as a guide for option holders to help them
understand and maximize the value of their assets. He hopes the book
will help employees and their financial advisors make informed decisions
when it comes to exercising their options.
As the market
recovers, many options will once again have value, but right now one of
the most frequently asked questions I hear is what should I do when my
options are underwater?" says Wheeler.
Stock Options &
Grants: The Executives Guide to Equity Compensation" is available now in
paperback for $24.95 at www.wheelerfrost.com. The books ISBN number is
0-9714-8981-5.
Wheeler/Frost Associates, Inc. is a
fee-for-service, privately held, San Diego based firm that provides
comprehensive wealth management and investment
advisory services to individuals, families, and businesses.
President Peter Wheeler is a Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and
a Certified Investment Management Consultant (CIMC) who has been
providing financial advice to clients for over 36 years. He has been
recognized by Worth magazine as one of the top 250 advisors in the
nation. He specializes in stock option planning.
Author Information
Allyson Phillips
WHEELER/FROST ASSOCIATES, INC.