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TRUSTED FINANCIAL ADVICE
FOR ENGINEERS AND TECH PROFESSIONALS

You've worked hard in a competitive and rewarding industry and now it's time for your money to work for you.

Save time and outsource investment management to focus on your priorities

Feel confident about your financial situation

Explore your unique retirement and what it could look like

WORKING PROFESSIONALS

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Do many of these apply to you?

  • You don't have enough time to manage your money, and don't like doing it yourself anyway

  • You want to know: "how soon can I retire?"

  • You're compensated with stock options, RSUs, deferred compensation, or ESPP plans

  • You work for a startup or in a volatile sector and need to plan for a sudden loss of income

  • You're interested in exploring early retirement, semi-retirement, sabbaticals, or a career change

NEAR OR AT RETIREMENT

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Do many of these apply to you?

  • You'd like to drop the stress and worry of managing your money and instead focus on your family and hobbies

  • You want to know: "do I have enough money to retire?"

  • You need to make sure you don't run out of money in retirement
  • You're wondering how to actually withdrawal from your investment accounts

  • You want help with Medicare and Social Security

  • You'd like to make the most of your charitable giving

TRUSTED FINANCIAL ADVICE

Kyle Simmons, CRPC™, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of working in the industry as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too.

We are a fiduciary, fee-only firm, which means means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest.

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