The Vancouver/Portland area is chalk full of leading tech companies that employ thousands of people in the area. One thing that everyone at these companies has in common is their opportunity to participate in their corporate sponsored retirement plan. Through countless conversations, we have found that some of the most common issues that employees have with their plan include the lack of education of their investment options, how to properly manage those investments, lack of time to give their retirement account the attention it needs and most of all uncertainty about how they are invested given the current economic climate.
Understanding this, we have made it our aim to become experts in tech professional retirement planning. We work with a multitude of employees, showing them how to unlock thousands of investment options in their 401(k) as well as invest in a way that complements their risk tolerance and the current economic climate. In addition to that, we regularly help individuals handle their company stock options, pension benefits, and previous retirement accounts so that they are working TOGETHER rather than as individuals.
Through this, our aim is that tech professionals would have a greater sense of confidence in their retirement situation knowing that they are not only maximizing their potential but they have a group of experts helping them mitigate failure and realize a successful outcome.
Please don't hesitate to set up a complimentary consultation. We are happy to meet you at your campus or facilitate a virtual meeting over the phone.