At the Engineer's Financial Group, our financial professionals are former engineers just like you. View our common services in the sections below to see how you can better prepare for the adventure of a lifetime through data-driven financial and retirement income planning.*
Engineers working for companies in series funding rounds have very dynamic compensation packages ranging from all cash, all equity, and everything in between. Truly understanding how your compensation works helps you keep more.
Incentive Stock Option (ISO/NSO) strategy and management before and after IPO
Planning for IPOs, mergers, and acquisitions
Roth conversion strategy for tax-minimization^
401(k) and IRA rollovers when changing roles^
Budgeting with complex compensation
Wealth and investment management*
Asset and liability protection
Managing employer benefits
Engineers working for companies that are publicly traded often have dynamic compensation packages ranging from all cash, all equity, and commonly a mix of both. Truly understanding how your compensation works help you keep more.
Restricted Stock Unit (RSU) Planning and management
Planning during IPOs, mergers, and acquisitions
Roth conversion strategy for tax-minimization^
401(k) and IRA rollovers when changing roles^
Budgeting with complex compensation
Wealth and investment management*
Asset and liability protection
Managing employer benefits
Owning a practice or business in engineering and technology has it's own vast list of challenges and opportunities. Truly understanding how your business runs, the legal requirements, and benefits helps you keep more.
401(k) Plan setup, administration, and investment management^
Employee Stock Ownership Plan (ESOP) strategy
Employee Stock Purchase Plan (ESPP) strategy
Employer and employee benefits management*
Roth conversion strategy for tax-minimization^
Planning for IPOs, mergers, and acquisitions
Budgeting with complex compensation
Business Buy-Sell Agreement funding
Wealth and investment management*
Asset and liability protection
401(k) and IRA rollovers^
Preparing for retirement as an engineer is best done with a solid data-driven plan. You've spent your whole life learning how to work and retirement is a completely different set of skills and preparation. We help you learn and plan for both the expected and unexpected events you'll likely experience as you get ready to "close Slack one last time".
Restricted Stock Unit (RSU) and Incentive Stock Option (ISO/NSO) planning and management
Understanding Social Security Benefits (SSA)
Roth conversion strategy for tax-minimization^
Managing ex-employer benefits transition
Budgeting with complex compensation
Wealth and investment management*
Disability and extended care needs
Asset and liability protection
Retirement income planning*
401(k) and IRA rollovers^
Ensuring you don't run out of money in retirement is one of the leading causes of stress for engineers. Through our retirement income planning services, we help you learn and plan for both the expected and unexpected events you'll likely experience to ensure your retirement is financially stress-free.
Retirement income distribution and tax-minimization strategy*
Managing ex-employer benefits upon retirement
Understanding Social Security Benefits (SSA)
Roth conversion strategy for tax-minimization^
Budgeting with non-traditional income
Wealth and investment management*
Disability and extended care needs
Estate protection and transfer
Asset and liability protection
401(k) and IRA rollovers^
*Offered through Eagle Strategies LLC A Registered Investment Adviser.
^When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer's plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.
If you’re looking for a partner with an analytical approach, using the engineering design process, who will guide you and empower you to take the right action with your finances, we’d love to talk.