SERVICES FOR TECH EMPLOYEES

CUSTOMIZED STRATEGIES FOR MAXIMIZING YOUR EMPLOYEE BENEFITS

EMPLOYEE BENEFITS PLANNING

Leverage your compensation and benefits plan to achieve your financial goals.

With over a decade of experience in working with Technology employees and their benefit plans, we can help you understand your options and map out the right strategy for your financial needs.

  • Seamlessly coordinate your 401(k) and Deferred compensation assets with the rest of your balance sheet.
  • Optimally and proactively manage your Stock Options, RSUs and ESPP shares.
  • Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
  • When the time is right, we’re here to help you transition with confidence from your current employer to your next opportunity or the next phase of life.

HOW WE CAN HELP

Area of expertise

Deferred Compensation

For eligible employees, deferred compensation can be a powerful tool to reduce taxes and grow your wealth. But it does come with trade-offs. We can help you define the risk, evaluate your options, and make a confident decision.

The Mega Backdoor Roth 401(k)

For employees of companies that offer it, the Mega Roth 401(k) is an awesome opportunity to boost your after-tax contributions and take advantage of big tax benefits. We can help you understand how they work and how to optimize this benefit.

Employer Stock Purchase Plan (ESPP)

An ESPP is a valuable way for employees to supercharge their savings. We can help you understand how the program works, how these shares are taxed and how to use the plan to accelerate your financial goals.

RSUs

RSUs can make up a significant portion of your total compensation. We can help you manage and potentially reduce the taxes associated with this income and put in place a strategy to incorporate these shares into a diversified portfolio.

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Comp

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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