FINANCIAL PLANNING FOR TECH PROFESSIONALS

Financial planning and investment management for your unique situation

Financial planning and investment management for tech professionals and engineers is a specialized area of practice. It requires an in-depth understanding and knowledge of the technology industry’s unique financial challenges.

We help executives and engineers simplify the financial complexities of their lives, whatever their goals and career stages.

FINANCIAL PLANNING OPPORTUNITIES

As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career advance. A comprehensive financial plan that addresses your specific situation may include

Income tax planning
Portfolio rebalancing
Wealth management
Benefits package review and retirement plan management
Review tax advantages on highly appreciated company stock
Compensation Review
Insurance planning
Retirement planning
College planning for your loved ones
Asset protection
Risk management
Estate planning
Legacy planning
Equity compensation analysis
Investment planning
Philanthropy
Debt management

We're happy to discuss your particular retirement planning needs with you.

Financial planning for tech professionals concept with mature businessman holding digital tablet in the office.

WHY FINANCIAL PLANNING FOR TECH PROFESSIONALS AND ENGINEERS IS DIFFERENT

The technology industry faces unique challenges when it comes to financial planning. Because of the reliance on stock-based compensation, high earnings, and career volatility prevalent in the industry, you need professional financial advice that helps you reduce your tax burden. You need a specialist who keeps a finger on the pulse of your company’s financial status and how it relates to your personal financial health. You also need experienced advice that helps you make the most of your income and benefits while helping to ensure you avoid a shortfall at retirement.

Financial planning for tech professionals concept image of multi-generational family sitting together on a grassy hill.

HELPING TECH PROFESSIONALS AND ENGINEERS LIVE MORE, AND WORRY LESS

Applying our proprietary 3P Approach© to financial planning ensures we address all stages of a tech professional’s career, from mid-career challenges through retirement and leaving a legacy for others. As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to enjoy a comfortable retirement. With our experience in this niche market, we help technology professionals put the pieces of your financial life together, so you can spend your time focusing on what matters.

We also offer additional information on related topics in our financial planning guides and through our blog articles. With a dedicated team of professionals, we are always available to answer your questions. Please let us know how we can be of service to you.

If you’re a tech professional working in the oil and gas industry, please check out the financial planning for oil and gas professionals page.