Employee Stock Purchase Plans (ESPP), Incentive Stock Options (ISO), Restricted Stock Units (RSU), Initial Public Offerings (IPO), Deferred Compensation, Cash Bonuses? We get it. As a successful professional working in tech, you have a unique and often complicated compensation and benefits structure. It is important to work with a team that has a deep understanding of your compensation and career trajectory. Our goal is to educate and empower you to make decisions wholistically based on your long-term goals.
Stepping away from the work force can be extremely stressful. From Social Security, RMDs (required minimum distributions), Medicare, taxes, and markets, there are a lot of things to think about. You've worked and saved hard to get here, you shouldn't be spending this precious time crunching numbers and worrying about your portfolio. By putting together a personalized "retirement roadmap" for our clients we help answer the following questions (and quite a few more).
- Do I have enough money to retire and stay retired?
- Can I reduce my lifetime tax liability?
- Is my portfolio optimized based on what my unique goals are?
- Can I eliminate or at least reduce the financial risks to my retirement like markets, taxes, inflation, and health?
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Financial planning is a critical aspect of running a successful dental practice. We help dental professionals develop a solid financial plan that can help ensure they have the financial resources needed to grow their business and achieve their long-term goals.
Our comprehensive approach to financial planning for dental professionals is to first understand the goals for your business. Next we will help you with a solid plan that includes budgeting, cash flow management, tax-efficient strategies, retirement planning, and investment strategies. We will continually review and help you track your progress.
Employee Stock Purchase Plans (ESPP), Incentive Stock Options (ISO), Restricted Stock Units (RSU), Initial Public Offerings (IPO), Deferred Compensation, Cash Bonuses? We get it. As a successful professional working in tech, you have a unique and often complicated compensation and benefits structure. It is important to work with a team that has a deep understanding of your compensation and career trajectory. Our goal is to educate and empower you to make decisions wholistically based on your long-term goals.
Stepping away from the work force can be extremely stressful. From Social Security, RMDs (required minimum distributions), Medicare, taxes, and markets, there are a lot of things to think about. You've worked and saved hard to get here, you shouldn't be spending this precious time crunching numbers and worrying about your portfolio. By putting together a personalized "retirement roadmap" for our clients we help answer the following questions (and quite a few more).
- Do I have enough money to retire and stay retired?
- Can I reduce my lifetime tax liability?
- Is my portfolio optimized based on what my unique goals are?
- Can I eliminate or at least reduce the financial risks to my retirement like markets, taxes, inflation, and health?
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Financial planning is a critical aspect of running a successful dental practice. We help dental professionals develop a solid financial plan that can help ensure they have the financial resources needed to grow their business and achieve their long-term goals.
Our comprehensive approach to financial planning for dental professionals is to first understand the goals for your business. Next we will help you with a solid plan that includes budgeting, cash flow management, tax-efficient strategies, retirement planning, and investment strategies. We will continually review and help you track your progress.