Technology Sector Employees
We Have Worked
With Clients From
Wealth Management for
Technology Sector Employees
We are subject matter experts in many areas of financial, retirement, and tax planning for technology sector employees.
We offer a tailored approach to help you achieve your goals and financial peace of mind.
- Cash Flow Planning & Tax-Efficient Strategies
-
Employee Stock Purchase Plan (ESPP) &
Restricted Stock (RSU) Strategies & Planning - Supplemental Incentives Analysis
- In-House Tax Planning & Tax Preparation
- Investment Management Services
- Social Security Maximization
- Estate Planning & Multi-Generational Planning
- Health Insurance & Medicare Guidance
- Long-Term Care Insurance Options & Analysis
Important Disclosure: Bogart Wealth is not affiliated with, and its services have not been approved or endorsed by, the companies listed above. This list is intended to provide an example of the types of companies where clients have worked and, accordingly, the types of company/retirement plans that have been analyzed in the scope of Bogart Wealth financial planning processes.
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