Meta Employees
Laid off from Meta? Get confidence in your corner
Using a team-based approach, Wealth Enhancement can help you evaluate severance, RSUs/stock options, taxes, and benefits—so you can preserve your cash and avoid costly deadlines.
Decision Guidance
Understand your options
With the Roundtable™ in your corner, Wealth Enhancement has a team of specialists that can address your concerns during a sudden career shift, including:
Talk about the difference between lump sum vs. salary continuation as well as negotiation considerations.
Understand your RSUs & stock options, post terminations windows and concentrations risks.
How you can avoid coverage gaps through COBRA, the marketplace or spousal plans.
Avoid withholding surprises, and discuss planning opportunities.
Before you sign anything, understand how the terms affect taxes, equity and benefits.
Our Investment Philosophy
Plan-Led Investing™
First, we learn about your values and goals, as well as your current financial standing, tax situation, and risk profile.
Then, we deliver custom recommendations for tax-smart asset allocation, investment opportunities, and withdrawal strategies.
Finally, we assemble your diversified portfolio with best-fit investment solutions and continuously manage, rebalance, and refine investments with tax efficiency.
Meet our layoff navigation advisors
Our team has decades of experience working with clients navigating a career transition. Together, they can help you craft a custom plan that meets your unique needs.
Resources for Meta Employees
Read more insights about how to handle career shifts from our advisory team.
RSUs, or restricted stock units, are a common method of employee compensation used by many computer businesses these days.
Despite the turmoil currently affecting many employees, Meta (Facebook) has historically offered its employees some of the best benefits in the industry.
As you approach retirement, it’s essential for Fortune 500 employees to explore options like Rule 72(t) to manage their IRA distributions strategically.
Now is the time for a plan
Let’s talk about yours.
Schedule a complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Find your team and contact them.
Meet with an advisor