Do Any of These Apply to You?

  • Is my 401(k) allocated correctly?
  • When should I liquidate my stock options?
  • When should I liquidate my Restricted Stock Units (RSUs)?
  • Should I participate in my Employee Stock Purchase Plan?
  • I make too much income to contribute to a Roth IRA; are there other strategies to get money into a Roth?
  • I have a large gain on my company shares; what are my options to reduce my risk and diversify without having to pay a lot in taxes?
  • Beyond my company 401k, how else can I contribute to retirement?
  • I'd like to purchase real estate, but I don't want to liquidate my investments.
  • Do I have enough insurance coverage?​

How We Help You

We'll help build a roadmap for you so you know exactly what to do when your RSUs vest, ensure that you're minimizing income taxes, and that your investments are set up for success.  We'll coordinate the efforts of your CPA, estate attorney, and other trusted advisors to make sure nothing falls through the cracks.  This saves you time, freeing you to focus on what really drives the bottom line while having confidence that your personal estate is in good hands.  If you're interested in taking the first step, click here to schedule a quick introductory call with an advisor from our team:

Not Ready to Schedule a Call Yet?

​If you're not quite ready for an initial consultation, please check out our Financial Blog for helpful articles we've written about some financial strategies that might make sense for you.