At Consilium we have the privilege of partnering with employees from refineries throughout the Bay Area. We have developed a deep understanding of both industry and company specific benefit packages including:
- Pension Plans
- 401(k) Benefits
- Insurance, Disability Income, and Medical/ Health benefits
- Concentrated Company Stock Positions
- Deferred Compensation
- Nonqualified Stock Options (NSOs)
- Restricted Stock Units (RSUs)
- Stock Appreciation Rights (SARs)
- Stock-Based Awards
Leveraging this experience and knowledge, we are able to create personalized strategies to educate our clients and help them to reach financial independence at an earlier age and enjoy more of their retirement years.
Steward Partners offers insurance products in conjunction with its licensed insurance agency affiliates.