You've already accomplished a lot. Now, it's time to elevate your financial experience to enhance efficiency and optimization with a financial advisor who handles financial planning, investment management, equity compensation, and tax planning.

Your Financial Plan, Investments, and Tax Strategy—All Moving In Phase.

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How In Phase elevates your experience

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Financial Planning

Equity compensation
Retirement Savings
Financial independence
Corporate Benefits
College Savings
Self-employed Retirement Plans
Inherited assets/wealth transfer
Liquidity Event
Retirement
Wealth Transfer

Investment Management

Personalized allocation
Active management
Tax focused investing
Risk management

Stock Compensation

Knowledge of compensation types: RSU, ISO, NQO, RS, ESPP
Long-term strategy for exercising and selling
Diversifying to reduce concentrated position risk
Modeling options for informed decisions
Assessing tax implications and impact on your financial plan

Tax Planning

Review your tax situation to identify strategies to minimize taxes over time
Evaluate stock compensation decisions and their impact on tax liabilities
Plan retirement distributions for tax efficiency

Check my background at FINRA

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Asset allocation does not ensure a profit or protect against a loss.

In Phase Wealth Management and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.