Professional service providers and C-level or senior executives within corporations. We serve many tech professionals at Microsoft, Tableau, Expedia, Twitter, and more and other professionals such as Doctors, CEOs, and high-performing sales executives. These individuals are juggling the many priorities in their life, such as getting the kids through school and college while still building their retirement, balancing their family and friends, or building their career while the financial front is growing ever so complex—they are often looking for a coordinated strategy to ensure they are not missing anything, and are wanting to make life a little more simple.
Common areas addressed: Coordinating a comprehensive plan to ensure dollars are going to the right priorities in the right amounts—college, real estate, retirement, and planning for the what-if’s of life, such as a loss of a spouse or loss of ability to work through proper life and disability insurance plans. Creating and implementing a tax strategy, including executive comp plans and stock options to synergize with a proper investment strategy.