fbpx

FINANCIAL PLANNING FOR TECH PROFESSIONALS



CUSTOMIZED FINANCIAL PLANNING AND TAILORED INVESTMENT STRATEGIES




MAKING THE MOST OF YOUR UNIQUE FINANCIAL SITUATION


We help tech professionals reach their financial goals.


Organize your balance sheet and determine how tech professional assets (401(k), RSUs, and Deferred Compensation) can be used to limit taxes and plan your financial future.


Determine optimal strategies for managing 401(k) [including mega-backdoor], RSUs, and deferred compensation.


Stress-test planning scenarios for reaching financial different goals, life changes, and market fluctuations so you know where you stand.


When you’re ready, we’re here to help you transition from being a high-earning tech professional to enjoy retirement on your terms or whatever’s next.


AREAS OF EXPERTISE


  • 401(k) + Mega-Backdoor 401(k)
  • RSUs
  • Deferred Compensation
401(k) + Mega-Backdoor 401(k)

Your company’s 401(k) plan offers investments that can serve as a puzzle piece towards a globally diversified portfolio. Let us help you determine the right mix.

We ensure that you’re saving optimally between your pre-tax, Roth, and after-tax Roth options.

Safe Landing Financial enjoys helping tech professionals enroll in the mega-backdoor Roth strategy to maximize 401(k) savings when applicable.

Learn more about the mega-backdoor Roth strategy.


Dell Mega-Backdoor Roth Example
RSUs

Restricted stock units (RSUs) can make up a large portion of your total compensation. Let us help you plan for the cash flows and tax burden associated with the RSU income.

We ensure that you’re making financially sound decisions for how much investment risk to take and determining when to diversify shares with confidence.

Learn more about RSUs.


Sample RSU Vesting Schedule
Deferred Compensation

For eligible employees, deferred compensation can be a valuable resource to minimize taxes and grow wealth. But it comes with risks that are important to understand and accept before moving forward.

We can help you determine if deferred compensation is a good fit for your unique decision. We can help you evaluate your options, weigh the risks, and move forward with confidence.

Learn more about deferred compensation.


Dell Deferred Compensation Example

Disclosure: Even though many of our clients are current and former tech professionals employees, Safe Landing Financial is not affiliated, associated, or endorsed by tech companies. This information is supplied from sources that we believe to be reliable, however, we cannot guarantee the accuracy. All information is subject to change without notice. Please refer to your employer’s benefits guide for up-to-date information.

SCHEDULE 30-MINUTE INTRODUCTION MEETING






SLF white logo

Not ready to schedule an intro meeting? That’s OK!

Sign up for our monthly newsletter!