What We Do

Have you maxed out your 401(k) throughout your career? Are you facing a potential tsunami of RMDs at age 73? Have you accounted for capital gains on appreciated assets—including crypto—that could blindside your tax return?

Do you care about your loved ones, and are your estate plans truly in order to protect them from unnecessary taxes, delays, or “mishigas”?

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 the long-term.

We provide personalized preservation 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?

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.