Retired, getting close, or thinking about it
Optimize Social Security, Medicare, and know which accounts to withdraw from first.
equity based Compensation; ISO, RSU, ESPP, etc
ISOs, RSUs and LTIP sound like alphabet soup to you?
We specialize in helping folks with equity based compensation.
Entrepreneur
You've taken the risk to start a business, we get it, because we did too.
Are you optimizing your business as part of your financial plan?
Tax optimization
Small nuances in investments and account types can impact your taxes. Let's discuss your options.