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Tech Worker Comprehensive Review

$499.00
$499.00
Unavailable
per item
In these two, (1) hour sessions, we will review and optimize all aspects of the typical tech worker's financial plan including: 
 
  1. Retirement Planning -401k and IRA contributions
  2. Tax-advantaged strategies (Roth vs. Traditional accounts)
  3. RSUs (Restricted Stock Units)
  4. Back door Roth IRA
  5. Taxable accounts (Brokerage)
  6. Risk Assessment including Life Insurance, and long term care
  7. Recommendation and implementation of monthly contributions and tax-optimized strategies to put you on track for retirement and other financial goals
​
Who is this good for?
-Mid to senior level employees in need of more advanced strategies and advice
-Individuals who are married and/or have children 

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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Brancov Financial Services and PlanMember Securities Corporation are independently owned and operated companies.
​California Insurance License No. 0D02662

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7911 Cole st. Downey, CA 90242
(323) 892-7555

CC Brancov Financial Services 2024