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Tag: nua

Net Unrealized Appreciation example

Net Unrealized Appreciation

September 19, 2018 J.K. Roberts, CFP, CRPC

If you have company stock in your 401k plan, you may want to consider a setting up a tax strategy…

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Posted in: Taxes Filed under: 401k, company stock, net unrealized appreciation, nua, Retirement, tax
Certified Financial Planner
Phoenician Financial Planning, LLC
Phoenician Financial Planning, LLC
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Kristina Girod
Kristina Girod
20:14 30 Sep 18
Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!read more
Kristina Girod
Kristina Girod
20:14 30 Sep 18
Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!read more
Charli V
Charli V
18:48 16 Mar 18
Mr. Roberts is a financial professional who deals with you on your level of knowledge without talking down to you, which I found extremely helpful while he helped my partner and me decide how to invest long-term. We also appreciate Mr. Roberts' emphasis on local business and on common sense financial measures. I recommend Phoenician Financial Planning whenever anyone I know is looking for some help with their investments.read more
Ryan Winkle
Ryan Winkle
23:43 27 Feb 18
Retirement and investing can be lucrative when you have the right help! Thank you Jay for all of your help! I consider myself a decent investor but Jay at Phoenician took me to the next level in my portfolio. Thanks for helping me weather the bad times and cash in on the Good times Jay!read more
Leslie pierfelice
Leslie pierfelice
16:38 27 Feb 18
Honest, reliable, ethical, effective and highly recommended. I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert’s level of expertise and accuracy exceeded expectations. He was able to explain in layman’s terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.read more
Tali R
Tali R
14:49 26 Feb 18
Jay is marvelous! We met through friends a couple years ago and I've been reading his financial articles ever since. I've learned so much! I am starting a business and I am not sure I could have done it without Jay. I have a visual impairment that prevents lengthy research and Jay goes out of his way to provide me with solid advice. I've been recommending him to everyone! I never thought I'd find such a man of integrity in the world of Finance!read more
patrick morales
patrick morales
23:39 20 Feb 18
Jay is a noteworthy financial planner who not only helped me keep all the books for a large account but did so while providing solid advice. He is truly a student of finance and will go above and beyond for you as a client! Even if it means he has to learn your new business venture as he goes! He is very available to concerns and questions and always offers avenues of financial advice. I'm not very good with numbers but Jay is! That's why i'm glad to have him in my corner!read more
Garth Garrett
Garth Garrett
20:18 27 Apr 16
Jay is very personable, and trustworthy. Being a new client I was uneasy about transferring funds, but Jay made it very easy and convenient. I have all confidence he is the best choice when it comes to my financial stability. Thank you Jay for all of your help with my transition.read more
Autumn McClenaghan
Autumn McClenaghan
15:58 26 Apr 16
Connecting with Jay Roberts and switching to Phoenician Financial Planning LLC was the best thing my husband and I did for our financial future. I was beyond frustrated with the lack of customer service I was receiving at Merrill and felt like just another number. Every time I called I got someone new and had to reexplain my situation, questions, and concerns. I was excited to find Jay Roberts, someone who listened, cared, and understood our financial situation and goals. He has always been available when I needed assistance or had a quick question. I highly recommend Phoenician Financial Planning and Jay Roberts to anyone looking for personable, friendly, and easy to understand financial planning. -Autumnread more
Holly McCleary
Holly McCleary
08:18 26 Apr 16
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