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Your Financial Journey Starts Here
Life is hectic. You're working hard and your stock compensation is complex.
You've heard the stories of someone needing to suddenly scramble to figure out their stock options situation. You know you should have a plan but keep putting it off. That's where we come in.
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Simplify Wealth Planning proactively weaves your unique financial considerations into your goals. We work with clients locally in Austin, Texas and also serve clients virtually nationwide.
Optimize Equity Compensation and Tax Outcomes
Our expert planning services simplify the process, helping you minimize taxes and prepare for future equity gains.
Build Your Future
Nest Egg
Investment markets can be tricky to understand. SWP will be your guide and help you build an investment philosophy for growing your wealth.
We Go Above and Beyond
Insurance, estate planning, and budgeting can carry major implications but don't get the attention they deserve. We will guide you here.
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