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Your Sherwin Williams Benefits & Career: Financial Planning for Employees and Executives

By  Brian Thorp

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Do you work at Sherwin Williams? Get the resources you need and expert insights from financial professionals who specialize in helping Sherwin Williams employees make the most of their compensation package and benefits.

Whether you’re a new Sherwin Williams employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:

✅ Do you know the right moves to make to get the greatest value from the Sherwin Williams benefits available to you?

✅If you’re thinking about leaving Sherwin Williams for another job or planning to retire from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?

Get the Most Value from Your Sherwin Williams Benefits and Compensation Package

Throughout the year, Sherwin Williams provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k), deferred compensation plans, and stock options. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Sherwin Williams who specialize in helping Sherwin Williams employees make the most of their income and benefits.

Whether you work in the Sherwin Williams headquarters in Cleveland, Ohio, another location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.

For example, sensitive topics like discussing the steps you should take before quitting your job at Sherwin Williams to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire are all conversations that may be more comfortable with a trusted financial advisor.

Should you hire a Sherwin Williams specialist financial advisor or an advisor close to home?

You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it may be more difficult to find a financial advisor who specializes in serving Sherwin Williams employees.

Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live.

This means you can choose to hire a specialist financial advisor who lives hundreds of miles away if you decide their knowledge and experience working with Sherwin Williams employees is a better fit to help with your unique needs.

💡 In the Q&A below, you’ll gain insights from financial advisors who work with Sherwin Williams employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.

🙋‍♀️ Do you have questions not yet answered? Use the form below to submit questions anonymously and watch this article for updates with answers to your questions. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.


💸 Smart Money Insights for Sherwin Williams Employees & Executives

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

  1. Q&A: Financial Planning Tips for Sherwin Williams Employees & Executives
  2. Get Answers to Your Questions About Your Sherwin Williams Benefits and Career
  3. Quick Facts & Resources for Sherwin Williams Employees
  4. Browse Related Articles

Q&A: Financial Planning Tips for Sherwin Williams Employees & Executives

Three Questions with Todd Pouliot, AIF

Todd Pouliot is a financial advisor based in Northfield, Ohio, who specializes in offering financial planning services to Sherwin Williams employees. Todd helps his clients get the most value from their Sherwin Williams benefits and compensation package so they can enjoy life and feel confident about their financial future.

Q: As a financial advisor with experience helping Sherwin Williams employees save for their retirement, how do you help them make the most of their employee benefits?

Todd: When a client who works at Sherwin Williams receives a promotion or a raise, this event can come with a number of changes that might impact their financial situation.

In our checklist, we focus on reviewing the potential financial impact of a raise or a promotion on our clients, including:

Cash Flow and Income

  • Will the client’s cash flow change due to the raise or any additional compensation that comes with the promotion?
  • Will this change impact their ability to save for retirement and other goals? If so, we work with them to increase their savings in areas like their retirement plan, their HSA, and others.

Employee Benefits

  • In the case of a promotion, does the new job come with added benefits they need to consider?
  • These additional benefits might include stock-based compensation or deferred compensation.

Retirement Plans and Deferred Compensation

  • In the case of a promotion, will the client now have added benefits, such as stock-based compensation, deferred compensation, and/or an equity position in their company? If so, there are a number of planning issues to consider.
  • Will the client’s higher income affect their ability to make contributions to a Roth IRA or deduct contributions to a traditional IRA?
  • Be sure the client is fully funding their employer-sponsored retirement plan.
  • If the client will receive stock options or restricted stock as part of their promotion, there are a number of planning items to help them through.

Tax and Insurance Planning

  • The client’s higher compensation may present some additional tax planning issues. At the very least, they will want to ensure that their withholding is adjusted to ensure they don’t have a hefty tax payment due.
  • Their new income might merit increases in life insurance coverage and /or disability insurance coverage.

This is a comprehensive checklist of the types of issues that advisors should be discussing with their clients who receive a raise or a promotion at work. This change can have a great financial impact, and our planning can help the client make the most of this career advancement.

Q: When you first speak with a Sherwin Williams employe e, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?

Todd: If the client will receive Sherwin Williams stock options or restricted stock as part of their promotion, there are a number of planning items to help them through.

Q: Is there a particular benefit available to Sherwin Williams employees you feel isn’t as well utilized or understood by employees as it should be?

Todd: Understanding their Sherwin Williams stock options.

Q: Beyond Sherwin Williams employee benefits for retirement savings, are there other types of benefits offered by the company that you find valuable to discuss with your clients (e.g., stock, education savings, health savings)?

Todd: HSA accounts are set up not to only hold cash but to utilize investments to grow the assets for later use in retirement.

Q: For Sherwin Williams employees thinking about leaving the company to accept a job elsewhere, what actions do you recommend they take before resigning and shortly thereafter?

Todd: Our clients sometimes find themselves in the position of leaving their Sherwin Williams job. A job change can cause serious stress for our clients, personally and financially. To help us guide our clients through a disruption in employment, we’ve created a checklist.

In this checklist, we cover a number of issues to consider when clients are facing unemployment, including:

  • Severance options, if any, are offered
  • Employer benefits, including the continuation of health insurance, sick pay, etc.
  • Eligibility for unemployment benefits
  • Budget adjustments
  • Health insurance options
  • Employer-sponsored retirement accounts, stock plans, and other benefits
  • Income tax considerations
  • Retirement or future employer benefits options

Q: For Sherwin Williams employees approaching retirement age, how do you recommend they prepare to make the transition from living off their salary to relying upon other sources of income?

Todd: There are four areas important to review, including:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues

Q: For Sherwin Williams employees who have managed their finances on their own to this point, what would you suggest they consider to help them decide if they should begin working with a financial advisor at this stage in their lives?

Todd: 401(k) exit strategies and tax planning strategies

Q: What are some of the unique financial planning challenges you commonly see among your clients who are Sherwin Williams employees and how do you help them overcome these obstacles?

Todd: Understanding Sherwin Williams stock options, how long to hold them, when to sell them, and how to understand the taxation of stock options.

Q: What questions do you recommend Sherwin Williams employees ask financial advisors they’re considering hiring to help them decide if they’re a good fit?

Todd: Do you work with anyone from Sherwin Williams, and do you understand how our stock plan works?

Q: For highly compensated Sherwin Williams employees and executives, are there any special benefits you believe it’s important to take into consideration when preparing their financial plan?

Todd: Tax planning! Especially how to deal with the taxation of Sherwin Williams stock options.

Q: Is there a particularly memorable experience or a moment you recall with a client who worked at Sherwin Williams when you realized they have unique opportunities and circumstances when it comes to their financial planning needs?

Todd: A future client said, “The other advisor I met with wouldn’t work with us since we didn’t already have a million dollars. However, you were willing to work with us since we need help.”

Q: How do you charge for your services?

Todd: We believe transparency & trust are at the center of any healthy relationship. That’s why we’ve laid out exactly how our subscription works on our website at this link, then click on ‘pricing’. Completing the form will give you an estimate of your unique situation.

Get to Know Todd Pouliot, Financial Advisor for Sherwin Williams Employees:

View Todd’s profile page on Wealthtender or visit his website to learn more.

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Quick Facts & Resources for Sherwin Williams Employees

Sherwin Williams Quick Facts & ResourcesDetails / Useful Links
Sherwin Williams Corporate Headquarters Address101 W. Prospect Ave Cleveland, Ohio 44115 (📍 Google Maps)
Overview of Sherwin Williams Benefits (for US Employees)Sherwin Williams Benefits Overview
How much do Sherwin Williams employees Make?View Sherwin Williams Salary Research on Glassdoor
Where can I learn more about careers at Sherwin Williams?Visit Careers.Sherwin-Williams.com
How many people work for Sherwin Williams?Sherwin Williams has over 61,000 employees worldwide (Source: Sherwin Williams)
What is the ticker symbol for Sherwin Williams stock?The Sherwin Williams ticker symbol is SHW.


🙋‍♀️ Have Questions About Your Sherwin Williams Benefits or Career?




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About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

Brian Thorp

Founder and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.

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