Executive Services Center – RSUs

Learn How to Make Your RSUs Work for You

Restricted stock units (RSUs), a crucial part of executive compensation packages, can be both a blessing and a curse to senior leaders like you. Handled correctly, RSUs enable you to share in the success of your organization while benefiting financially from your company’s growth. But RSUs can be tricky, and misunderstanding their key goals and objectives can create confusion when the awards vest.

Leave behind any feelings that the awards cannot work for you! Instead, get the guidance you need to use them as a significant part of your financial wellness. At Savant, our Executive Services Center helps executives understand things like vesting requirements, tax forecasting, and income and cash-flow management related to their RSUs. We’ll also help you avoid surprises and make informed decisions about your equity payments.

Beyond your RSUs, your financial planning should be an ongoing process. Regular check-ins with your financial advisor can help you pursue peace of mind, maintain the successful management of your equity holdings, and save time – a bonus for busy leaders like you. Ready to learn more? Schedule a no-obligation, 15-minute call with a Savant advisor now!

Claim Your Complimentary Executive Financial Wellness Consultation

Charles F. Steege, CFP®, CEP

Chuck has been involved in the financial services industry since 1985. He founded SFG Wealth Planning, which joined with Savant in 2022. Chuck is an advisor to senior-level executives of public companies, helping them unlock the value from their varied and complex stock-based compensation plans and equity awards.

Chuck earned a bachelor of arts degree in psychology from Gordon College. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Equity Professional (CEP).

Chuck enjoys traveling and entertaining guests with his wife, Sue, and spending as much time as he can with his children, grandchildren, and family. He is very active in his church and enjoys the game of golf for social reasons, as well as taking in the arts and periodically a Broadway production.

Matthew P. Witter, CFP®, CEP, ChFC®, AIF®

Matt has been involved in the financial services industry since 2009. He was a co-owner and senior vice president for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Matt specializes in guiding senior level executives of public companies toward personal financial peace of mind. More specifically, he helps manage the complexities of their stock-based compensation.

Matt earned a bachelor of science degree in finance with an accounting minor from West Chester University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Equity Professional (CEP), a Chartered Financial Consultant® (ChFC®), and an Accredited Investment Fiduciary® (AIF®).

Matt and his wife Katie have three children. He enjoys serving on a nonprofit board, traveling, sports, and spending time with friends and family.

John C.H. Hendricks, CFP®, CEP

John worked for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Prior to joining SFG, he was an executive assistant for a major real estate developer in the greater Philadelphia area.

John earned a bachelor’s degree in finance and management information systems from Temple University. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Equity Professional (CEP).

John and his wife Cassondra reside in Telford, PA, where they raise their twin son and daughter, Noah and Ella. John enjoys traveling, time at the beach, and meeting new people. He is an avid sports fan.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.