Are you ready to retire and walk away from the Golden Handcuffs? Let’s build your exit plan—on your terms.
Maximize the Value of your Stock Compensation
Create a post retirement cash flow plan to support your post work lifestyle
Implement tax-efficient strategies to preserve your nest egg
Build and protect your legacy with creative estate planning strategies
Protect your assets with sophisticated risk management solutions designed for Tech Professionals
Whether your retirement is imminent or years away, our Total Wealth Solution prepares your personal finances for your retirement transition. We work with you to create a roadmap that addresses common problems facing tech professionals such as: Tax strategy/efficiency, Equity concentration, cashflow management, and generational wealth transfer.
We help you navigate the complexities of stock options, RSU’s, and other compensation packages questions to maximize your high earning opportunities. Our team provides custom analysis of your vesting schedules, exercise strategies and tax implications to ensure your awards become meaningful wealth with minimal tax impact.
With proper planning, the difference in tax burden with your retirement can be substantial. Our team includes CPA’s experience in equity compensation packages who work alongside our wealth advisors to implement strategies that can significantly reduce your tax liability often years before and after your retirement.
The months and years following retirement are critical for long-term financial success. Our Total Wealth Solution cash flow modeling helps you transition from a w-2 employee to a diversified investor, creating a financial cash flow model that supports your next chapter- whether that is board work, engaging in philanthropy or just enjoying life beyond the desk.
For many of our Tech Professionals, creating meaningful impact beyond their successful career in Tech is a core value. Our specialized legacy planning helps you establish the structure and strategies to support causes you care about, whether through structured philanthropy, impact investing, or creating opportunities for the next generations.