Financial Planning for
Dell Executives
✓ REDUCE TAXES IN PEAK INCOME YEARS ✓ INVEST WISELY ✓ ACHIEVE FINANCIAL FREEDOM
Financial Planning Expertise for Dell Executives
We help Dell directors, distinguished engineers, and other employees
make the most of high-income years and confidently plan for life after Dell.
How do I handle equity compensation and bonuses without getting crushed by taxes?
Am I taking advantage of the advanced planning opportunities available to me?
How do I balance enjoying life now with saving tax-efficiently for the future?
What You Can Expect When We Work Together
Confidence
Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.
Expertise
We make complex financial decisions easier to understand and take action. We specialize in guiding Dell employees through their financial journey.
Customization
Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.
Ready to Plan Your Financial Future?
Here’s our process to help you decide if we’re the right fit.
Step 1: Intro Meeting
A brief meeting to determine if your situation aligns with our expertise and that working together makes sense.
Step 2: Discovery Meeting
Prior to meeting, we collect information to help understand your unique situation. We ask questions to help understand what’s important for planning your future.
Step 3: Financial Strategy Review
We walk through our planning approach, including tax planning, investments, and retirement.
Step 4: Think About It!
You decide if it’s the right fit. No sales pitch, no obligation.
Dell Employee Benefit Planning Resources
Dell Employee Benefit Planning Resources
Contact Safe Landing Financial
Serving Dell employees virtually nationwide.
*Meetings by appointment only.
**All meetings are being held virtually until further notice.
CERTIFIED FINANCIAL PLANNER™ FOR DELL EMPLOYEES
Brian Fry is a CERTIFIED FINANCIAL PLANNER™ helping high-earning Dell employees:
- Minimize Taxes
- Invest Smarter
- Make Work Optional
