As ESOP Retirement Specialists, we have over 20 years of experience to help you unlock your wealth. The day will soon come (or maybe it already has) when you have access to your hard-earned Employee Stock Ownership Plan shares. Congratulations! While you might be tempted to go on a spending spree, we recommend a planning spree. That way, you can keep more of your money and make it work for you and your family. It all starts with an honest conversation with a Harmon Smith advisor and some straight talk about these solutions:Our clients come to us when they: ✔ Want to make sense of their ESOP plan ✔ Find out how to retire early✔ Want to protect and diversify their nest egg after retirement✔ Avoid big tax bills✔ Pass wealth to their children, plan for college, and long-term care needsThe landscape has change for Employee-Owners and our clients are tired of putting all their energy into: ❌ Knowing if they have enough to retire early or retire at all ❌ Understanding the distribution and diversification schedule❌ What the rule of 55 is❌ Generating a retirement paycheck❌ Protecting their retirement nest egg during all economic conditionsWithin just a few months of financial planning, they’re frequently able to: 🎯 Know their retirement date 🎯 Determine if they have enough to retire early or on time🎯 Diversify and access their wealth🎯 Know their nest egg is protected during economic downturns 🎯 Avoid Required Minimum Distributions (RMDs), and realize huge tax savingsYou didn’t work your butt off for nothing, so you should keep as much of your hard-earned money as you can. That’s where we come into play. If you’re ready to go on a planning spree, then I invite you to send me a message here on LinkedIn or schedule a quick 11-minute chat.