How We Help Tech Professionals Navigate Complex Financial Needs
Our process is built to support professionals in fast-paced industries — from equity compensation to long-term planning.
We help with:
- Reviewing your current financial situation and identifying opportunities to grow smarter.
- Optimize compensation packages, including RSUs, stock options, and bonuses.
- Design a diversified investment strategy aligned with your career timeline.
- Build a tax-efficient 401(k) and retirement savings strategy.
- Navigate cash flow planning as income and expenses fluctuate.
- Protect your wealth through estate planning and legacy strategies.
Our 5-Step Planning Process
For more than two decades, we have helped make retirement dreams a reality for today’s retirees. At Liberty Wealth Management, we specialize in working with retirees and those nearing retirement to preserve their wealth, plan their future, and protect their legacy.
Develop
We start with your story, your values, goals, and current financial situation.
Diagnose
We identify risks, fees, and gaps, and show you where we can help.
Discover
We explore thoughtful strategies that align with your goals and financial preferences.
Deliver
We review your plan, open accounts, and walk you through next steps.
Dedicate
We stay with you through reviews, updates, and lifetime support.
Free Guide to RSUs, Stock Options, and Wealth Planning for Tech Professionals
Explore financial strategies designed for tech professionals managing RSUs, stock options, and equity compensation. This free guide offers practical tips to help you make informed decisions and plan with confidence.
Your Financial Future Starts with a Conversation
Explore approachable strategies, ask questions, and see how a thoughtful plan can bring more clarity to your financial picture.
Or give us a call at 888.588.5818