All-Inclusive Planning + Investments

Comprehensive Financial Planning

We combine ongoing financial planning and investment management to help you build a work-optional lifestyle.

What It Costs

$12,500 per year

$1,000 one-time onboarding fee

0.25% of managed assets above $5M

What This Means for You

- - No commissions or product sales
  - No hourly billing or surprise charges
  - Our compensation is designed to limit conflicts of interest.
  - Investment decisions don’t influence the price.

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What’s Included?

Making Better Financial Decisions Working Together

Work-Optional Planning

- - Planning for a work-optional lifestyle
  - Retirement income planning and Social Security optimization
  - Proactive tax planning
  - Risk management and insurance review
  - Estate planning coordination

Planning While Working

- - Employee benefits optimization (401(k), HSA, ESPP, insurance)
  - Strategy for RSUs and other forms of equity compensation
  - Concentrated stock strategy
  - Deferred compensation planning

Investment Management

Globally diversified, tax-efficient portfolio construction
Tax-aware portfolio transitions designed to minimize unnecessary capital gains
Ongoing portfolio monitoring and disciplined rebalancing
Direct access to your investment manager
No minimum asset level required to implement your plan

Ongoing Partnership

Two structured strategy meetings per year, with additional meetings as needed
On-demand check-ins
Unlimited email access

Investments Tailored to Your Unique Financial Situation

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How Our Fee Structure Compares

Many traditional advisors charge around 1% annually based on assets under management.

Annual Advisor Cost Comparison

With Safe Landing Financial, the annual fee remains consistent for households between $1M and $5M. Above $5M, a 0.25% marginal fee applies to reflect additional planning complexity.

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Learn more about our complimentary 4-step process sharing how to minimize taxes, invest smarter, and make work optional. This process is designed to help decide if working together makes sense.

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We Specialize In Helping

Personalized comprehensive financial planning for:

Comprehensive Financial Planning for Dell Executives and Employees

Financial Planning for Dell Employees

Financial Planning for Tech Professionals

Trusted financial planner for approaching retirement helping pre-retirees reduce lifetime taxes, invest intelligently, and create sustainable income.

Financial Planning for Approaching Retirement

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