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Tech  Professionals

Find out the unique ways in which we work with different Tech Professionals:


Amazon Employees Photo
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Amazon Employees

You work for a great company with amazing benefits. The sleepless nights working on getting the project finished are now paying off.  Your income has gone up substantially and now this little thing called taxes are becoming more and more apparent. Where you put your money has key affects to you now and your future. 

We help Amazon employees maximize their cash flow.  Through our process we provide strategies with our clients around their RSU's (Restricted Stock Units), maximize their cash flow and provide tax efficiencies to create financial independence. 

Financial Services for Amazon Employees

  • Tax Efficient Cash Flow Planning
  • Employee Stock Options
  • Wealth Management
  • Debt Management
  • Maximizing Company Benefits
  • College Savings
  • Retirement Planning
  • Estate Planning
  • Income and Asset Protection

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Amazon has not approved or endorsed this material. Contact Amazon for complete details regarding eligibility and benefits.

Microsoft Employees Photo
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Microsoft Employees

You work for a great company with amazing benefits. The sleepless nights working on getting the project finished are now paying off.  Your income has gone up substantially and now this little thing called taxes are becoming more and more apparent. Where you put your money has key affects to you now and your future. 

We help level 60 through level 70 in maximizing your cash flow.  We will help you quantify your finances and identify programs both at Microsoft and outside to improve your financial independence. For example, is it better to harvest the 10% discount in the ESPP to create additional cash flow or use the non-elective contributions and conversion options inside the 401k to maximize tax efficiencies? It is important to know the tax implications before employing these and other strategies around maximizing your Microsoft benefits. 

Financial Services for Microsoft Employees

  • Tax Efficient Cash Flow Planning
  • Employee Stock Options
  • Wealth Management
  • Debt Management
  • Maximizing Company Benefits
  • College Savings
  • Retirement Planning
  • Estate Planning
  • Income and Asset Protection

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Microsoft has not approved or endorsed this material. Contact the Microsoft for complete details regarding eligibility and benefits. 

Tech Start Up Photo
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Tech Start Up

You may have worked for a company for the last decade or thought to yourself that there is no way you want to work for someone else.  Your first baby most likely was the business!  You've seen your revenues grow from barely making ends meat to now worrying about taxes, from attracting the right employees to retaining key employees, and possibly the sale of your business. 

We help our business owners keep their business and eventual succession or sale of their business. Many times taxation or even double taxation makes this extremely difficult.  Let's make your business be as efficient as possible and stay where you want it,  all while providing the lifestyle you have grown accustomed to. 

Financial Services for Technology Businesses

  • Business Continuation Planning
  • Tax Efficient Cash Flow 
  • Debt Management
  • Employee Retention
  • Retirement Plans
  • Legacy Planning
  • Financial Wellness Program
  • Risk Management

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