FINANCIAL PLANNING FOR AUSTIN TECH PROFESSIONALS
MINIMIZE TAXES ✓ OPTIMIZE INVESTMENTS ✓ RETIRE ON YOUR TERMS ✓
WHAT’S INCLUDED WHEN PLANNING YOUR FUTURE?
Safe Landing Financial offers comprehensive financial planning services by combining ongoing financial planning and investment management services. A comprehensive financial plan provides a roadmap for you to achieve your goals.
FINANCIAL PLANNING
RETIREMENT PLANNING
INVESTMENT MANAGEMENT
SOCIAL SECURITY OPTIMIZATION
TAX PLANNING
INSURANCE PLANNING
ESTATE PLANNING
TRANSPARENT PRICING
FINANCIAL PLANNING SUCCESS STORIES
PLANNING TO MAKE WORK-OPTIONAL
Eric and Kelly are motivated to organize their financial life. They hope to plan to make work-optional instead of for a traditional cold-turkey retirement plan. They want to better understand when they can leave their high-earning careers, whether that’s to pursue an early retirement, a sabbatical, or other career opportunities.
Learn what steps Eric (50) and Kelly (48) are taking to make work optional and enjoy financial independence.
PLANNING FOR RETIREMENT
Jack and Rebecca recently retired. They have a desire to organize their financial plan and make sure they won’t run out of money. Jack and Rebecca also share concerns when considering long-term care, ensuring their investments are appropriate for retirement, and finding ways to maximize assets while limiting taxes.
Learn what steps Jack (64) and Rebecca (60) are taking by planning during their retirement years.
HIGH-EARNING PROFESSIONAL
Gloria was recently promoted to a higher job title and income level and wants to take better control for her finances. Her goals are to optimize savings and investments, lower taxes, and plan her financial future. She values having expert guidance to ensure she’s maximizing her unique situation.
Learn what steps Gloria (40) is taking in her career to plan her financial future.
Ready to customize a financial plan to help minimize taxes, optimize investments, and retire on your terms?
CERTIFIED FINANCIAL PLANNER™
FOR AUSTIN TECH PROFESSIONALS
Safe Landing Financial provides financial planning, investment management, and retirement planning services for Austin tech professionals in Silicon Hills.
Safe Landing Financial offers financial planning services in the following areas: Austin, Round Rock, Cedar Park, Georgetown, Pflugerville, and more.
When you work with Safe Landing Financial, you work with Brian Fry, a CERTIFIED FINANCIAL PLANNER™. Brian Fry CFP® enjoys helping tech professionals plan their future, whether they’re situated in the Austin metro or virtually nationwide. Financial planning services include: retirement planning, investment management, Social Security optimization, tax planning, insurance planning, estate planning and transparent pricing.
Having a financial plan and investment strategy that updates as life changes empowers you to maximize money throughout your life and a leave a legacy for those you care about. Our clients focus their time and energy on what matters most to them and value appointing an expert for financial guidance.
Need help planning your financial future outside the Austin, TX metro area? Safe Landing Financial is a fee-only financial advisor serving clients nationwide on a virtual basis.
VIRTUAL FINANCIAL PLANNING
Safe Landing Financial was founded in Round Rock, TX in 2018 and permanently moved to Southern California in 2021. Safe Landing Financial continues to serve clients around the Austin metro area on a virtual basis.