FINANCIAL ADVICE FOR TECH EMPLOYEES
OPTIMIZE EQUITY COMP • LOWER TAXES • MAKE WORK OPTIONAL
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WHAT YOU GET
We help tech employees (that's you!) maximize their equity comp + make work optional.
SPECIALIZED EXPERTISE TO PROVIDE CONFIDENCE YOU’RE ON TRACK TO REACH YOUR GOALS.
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RSUs
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Deferred Compensation & Pension
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Mega Backdoor Roth
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Employer Stock Purchase Plan (ESPP)
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Diversification & Investing
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Tax & Insurance Planning
WHY US?
We specialize in working with tech employees like you.
- Transparent Pricing
- Independent
- 100% Fiduciary
After all, you wouldn’t visit a Cardiologist if you needed foot surgery.
WHO WE SERVE
We help tech employees with complex compensation and $500k+ to make work optional.
Mid-Career
“You work hard to grow your wealth. We’re here to help you optimize it.”
Retirement Transition
“Transition with confidence to the next phase of life. Whenever you're ready.”
Retirees
“Build a stream of income that lasts a lifetime. From taxes to portfolios, we can help.”
WEALTH MANAGEMENT INSIGHTS
Get the latest information on investment solutions and planning your finances
5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP
The Ultimate Guide to Tech Compensation in 2022
Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.
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