Advance Your Financial Life with Boston Scientific Benefits

Are You Taking Advantage of Your Boston Scientific Benefits?

Hover Below to Find Out

401(K) & RETIREMENT SAVINGS

WHERE WE HELP

Your complex company match and company stock inside the 401(k) can create missed opportunities. We help capture the full match, optimize investments, and leverage NUA for tax-efficient distributions.

EMPLOYEE STOCK PURCHASE PLAN (ESPP)

WHERE WE HELP

You have a generous 15% discount and look-back feature. We help maximize participation, manage risk, and time your stock sales to capture gains while minimizing taxes.

RESTRICTED STOCK UNITS & STOCK AWARDS

WHERE WE HELP

You may have multiple options available between RSUs, PSUs, and stock options. We help navigate equity grants, vesting schedules, diversify your portfolio and minimize taxes.

DEFERRED COMPENSATION (CAP & NRPS)

WHERE WE HELP

Upper-level employees have deferred bonuses and unique retirement benefits. We help structure deferrals and align payout timing with your long-term retirement goals.

CHARITABLE GIVING & HSA

WHERE WE HELP

You have both FSA and HSA options available. We help coordinate contributions, avoid penalties, and maximize tax-efficient medical savings now and into retirement.

INSURANCE PROTECTION

WHERE WE HELP

You have a lot of options to consider when choosing life, disability, and long-term care coverage. We help evaluate benefit options, close gaps, and align protection with your overall financial plan.


Curious how MedTech employees have navigated unique financial situations? 

Working with Perspective 6

Step 1: Vision Call

Gain a 360-degree perspective of your life and financial goals.

Step 2: Direction Meeting

Confirm your vision, align your capital with your values, and outline next steps

Step 3: Focus Meeting

Begin implementing your plan and help set the stage for long-term success.

Take the Next Step

Stop worrying about stock compensation and high taxes. Take the first step toward turning your stock and benefits into financial independence by scheduling an introductory call.
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Memberships & Associations

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Certified Financial Planner® (CFP®) logo
 Accredited Investment Fiduciary® (AIF®) logo
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