09/01/2026
ATTENTION ROYAL TECHNOLOGY EMPLOYEES - TIME IS RUNNING OUT!
If you’re part of the Employee Stock Ownership Plan (ESOP) and have received notification that you’re now eligible, this is an important moment to consider your next steps.
Many employees choose to diversify out of company stock once they become eligible, helping reduce concentration risk and build a more balanced financial plan aligned with their goals.
Every situation is unique—what’s right for one person may not be right for another. I’m here to help you understand your options and talk through what makes sense for you and your family.
If you want to do this you must have forms turned into Royal by 9/20.
Call the office at 616.662.8986 to set up you to set up your free consultation.