Financial Planning for
Dell Executives
✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ MAKE WORK OPTIONAL
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 quick 30-minute Zoom conversation to make sure we’re a good fit.
Step 2: Discovery
You share your goals, challenges, and what matters most.
Step 3: Review Goals
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
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
