Below are a few (but not all) of the common client profiles and households we work with
Tech Professionals + Startup Founder & Employees
As Bay Area advisors for 15 years, we have become expert in tech wealth management. From managing your equity compensation to capital gains tax strategies to lending solutions for founders, we will cover it all.
Here are our priorities for tech professionals and startup founders/employees:
- Pre and post liquidity planning
- Stock options strategy and stock plan optimization
- Tax coordination with your accountant
- Construct a diversified investment portfolio
- QSBS planning
- 5-year cash flow planning and savings projection
- And MORE!
Married Household with Children
For our clients who have kids, we know that their time is rarely their own. Outsourcing all financial considerations and planning is the utmost priority for those households.
Here are our priorities for those households with children:
- Cash flow analysis with frequent updates (kids are expensive!)
- Managing your debt strategy
- Evaluating and purchasing necessary life, disability, or long term care insurance
- Establishing a diversified investment strategy
- Tuition and education planning
- Assess retirement savings and evaluate retirement strategy
- Establishing an estate plan for when you are no longer around to provide
- And MORE!
Pre-Retirees
For individuals or couples who are approaching retirement, developing a cohesive strategy is a key exercise to get you on your path to retirement.
Here are the common topics we address:
- Assess retirement savings and evaluate retirement strategy
- Construct a strategy to pay for your fixed expenses in retirement
- Develop a holistic investment strategy with an emphasis on risk management and income generation
- Determine long-term-care needs
- Plan for major expenses such as a child’s wedding, a retirement home, etc.
- And MORE!
Retirees
For individuals or couples who are already in retirement, making sure you have a plan for your income, withdrawals, and taxes is an integral part of your retirement plan. Furthermore, having a plan for your personal care needs and legacy goals can provide peace of mind.
Here are some ways we help retirees:
- Develop your retirement income plan
- Create a budget/plan for your advanced healthcare needs
- Evaluate the tax treatment of your income streams
- Build in downside protection into your investment portfolio
- Identify your legacy planning and charitable giving goals
- And MORE!
Is the company you work for going through an IPO or acquisition?
