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Serving As Your Financial Guide

Let us guide you through your financial adventure. Retirement planning can be a rewarding experience with an efficient strategy. Job loss in today's economy can also be stressful. Let’s make smart decisions together.

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Who We AreWall Street Skills
Without The Tie

We’re a virtual company that will meet you where you live or work. Because we work with many Fortune 500 employees, we can assist with the decisions on the best day to leave your company. If it was before you were prepared we can help you with next steps. We understand the weight of our clients’ worries, which often revolve around excessive tax burdens, the fear of exhausting retirement savings, sudden loss of job and savings, and the uncertainty of unforeseeable medical expenses. Through meticulous financial planning, we can create a moat around your finances and adapt your portfolio strategies as your goals, needs, and market conditions change. You’ve worked too hard to let money steal your freedom!

About
<sup>Who We Help</sup>Assisting People From All Walks Of Life

Who We HelpAssisting People From All Walks Of Life

We value hard work and strive to help clients maximize their financial potential. Trust and transparency are paramount, as we embrace a comprehensive planning process and build strong relationships.

Tech Industry Employees

Tech Industry Employees

  • Comparing job offers
  • Are you highly compensated in company stock - RSUs
  • Maxed out 401k contributions
  • Taking full advantage of compensation benefits - HSA, ESPPs, DCPs, IPOs
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Individuals &#38; Families

Individuals & Families

  • Considering a change in your financial plan or with your financial advisor
  • Approaching retirement and accumulating savings
  • Caring for parents or managing life as empty nesters
  • Paying for children's education
  • Finding your way through divorce or building a new future in a second marriage
  • Protecting your retirement plan from failure with the use of a long-term care policy.
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Small Business Owners

Small Business Owners

  • Legal Structure
  • Cash Flow (Cash is King)
  • Tax Planning Strategies
  • Asset Protection & Risk Management (Key Employee)
  • Selling Your Business - Tax Efficient Estate Planning Strategies
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Pre-Retirees &#38; Retirees

Pre-Retirees & Retirees

  • Establishing Retirement Goals (Spending, Age, Legacy)
  • Developing a Retirement Income Strategy (Social Security Planning, Pension, Annuity, RMD Analysis)
  • Mitigating Risk in Pre & Post Retirement
  • Cultivating a Retirement Adventure Mindset (“Retire With Something”)
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What We DoTax Planning to Maximize Your Financial Potential

FINANCIAL PLANNING

Have you maxed out your 401K contribution throughout your career? Are you possibly looking at a tsunami of RMDs when you turn 73? Do you care about your loved ones? Are all your estate issues addressed to protect your wealth from “Mishigas”?

TECH COMPENSATION

Our guidance on stock options, cash bonuses, employee stock purchase plan (ESPP), restricted stock units (RSUs), deferred compensation plan (DCP), initial public offering (IPOs) and the complexities involved, enables you to optimize benefits, make informed decisions, and seamlessly integrate them into your comprehensive financial plan for long-term prosperity.

RISK MITIGATION

We provide personalized protection plans to safeguard the financial well-being of both your family’s future and your company. Are you the financial machine that keeps your family afloat? Will your company survive the loss of a “key employee”? Do you have a “buy/sell agreement” if your partner passes?

RETIREMENT STRATEGIES

Are you a good candidate for a “mega-backdoor Roth conversion”? We assess your current financial situation, project future income needs, and develop a personalized retirement plan to minimize the tax consequences of your plan when you stop.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the
burden of debt and is designed to help your clients know the recipe for success in retirement.

Providing You With A Good Night’s Sleep

We firmly believe that our clients derive the utmost value from the confidence gained through our robust financial plans, offering them the flexibility to adapt to life’s unexpected challenges.

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<sup>Realizing Your Aspirations</sup>Crafting Strategies For Your Well-Being

Realizing Your AspirationsCrafting Strategies For Your Well-Being

Through attentive listening and empathetic guidance, we assist clients in understanding that our goal isn’t merely to amass wealth for them, but to skillfully navigate your financial and emotional landscape. Together, we collaboratively craft strategies that empower you to make sound decisions, ultimately propelling you towards the realization of your aspirations and financial objectives. We’re living longer, which means we need to have more resources available and plan carefully. We help make those plans happen.

Our NicheCorporate Benefits
We Know

Technology: 

Apple, IBM, Dell, HP, Oracle, Intel, Samsung, Amazon, Meta, AMD, Applied Material, Tesla, NI, NXP, Texas Instruments, Google

Texas Based:

HEB, ExxonMobil, Chevron, Toyota, AT&T, Verizon, American Airlines,
Southwest Airlines

Defense: 

Lockheed Martin, Bell Textron, Boeing, BAE Systems, L3, SpaceX, Raytheon,
Northrup Gruman, GE

Healthcare:

 Ascension Texas, St. David’s Healthcare, Merck, McKesson, Baylor Scott & White, Austin Regional Clinic

Government:

Dallas Police Department, Austin Police Department, Dripping Springs ISD, No. Hays County Fire and Rescue, University of Texas A&M employees, University of Texas at Austin employees, City of Austin)

Explore Our Past Newsletters

Explore Our Past Newsletters

Over our years of experience, we have curated a collection of insightful newsletters that provide valuable information and guidance on various financial topics. Feel free to browse through the list below to access past newsletters and stay informed about the latest trends, tips, and strategies in the world of finance.

Events
Learn More About Our Upcoming Events

Explore our upcoming events and embark on a journey towards financial empowerment. Visit us virtually to discover how we can help you achieve your financial goals and secure your future.

Replacing Your Medicare Card

Replacing Your Medicare Card

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Long-Term-Care Needs

Long-Term-Care Needs

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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

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Contact UsLet’s Plan On It!

Take the first step towards securing your family’s future by booking a free initial consultation with us today.

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