Typical clients I serve
Tech & biotech professionals/Growing families
-
Professionals with an annual income over $250,000 or liquidity event
-
Work in tech, biotech, or media and have equity stock compensation
-
Focused on minimizing current and future tax bills
-
Ready to align investments with their goals, investment time horizon, and stage of life
-
Married with children
-
Diligent savers that can save over $3,000 per month or have had a large liquidity event (stock/inheritance)
-
Need help designing and managing a college savings plan
-
Need help putting together an estate plan for a growing family
Small business owner or self employed/contractor/freelance
-
1099 income earners that need help selecting an appropriate retirement plan for themselves.
-
Need help estimating and paying your own taxes.
-
Focused on minimizing current and future tax bills.
-
Ready to align investments with their goals, investment time horizon, and stage of life.
-
Setting up life insurance.
Planning for financial independence
-
Had a successful career and now looking for a more balanced lifestyle with investable assets over $3 million.
-
Need help identifying if I'm financially independent and if not, how to get there.
-
Need help designing a financial plan to support your lifestyle and income needs.
-
Focused on minimizing current and future tax bills.
-
Understanding 401K/IRA distribution requirements and tax-efficient distribution strategies.
-
Need help navigating healthcare and Medicare.
-
Need help understanding Social Security income.
-
Need help putting together an estate plan.
I have helped numerous professionals navigate their equity and benefits.
Contact us to schedule a free introductory consultation
