Over the years, we’ve helped working professionals throughout Minnesota maximize their employee benefits. We often find that employees know of their benefits but haven’t had the time to create a thoughtful plan to capitalize on them.
What Sets Us Apart
• Guidance on maximizing your benefits
• Analysis of ESOs (employee stock options) and RSUs (restricted stock units)
• Exploration of existing portfolio and recommendations for diversification
• 401(k) analysis to maximize contributions and after-tax Roth conversion to lower tax bill
• Establishment of a cash contingency plan
• Retirement prior to 65: health care coverage and retirement income plan
How We Can Help
We will conduct a comprehensive assessment of your retirement plan and additional perks and offer suggestions to help you maximize the benefits provided by your employer. You work hard every day and strive for excellence in your career. Let’s work together to put a plan in place to make sure your financial and retirement plans work just as hard for you. Contact us today to start the conversation.
