Watch the short video below, then schedule a time using the calendar link.

Find out exactly where your stock compensation and retirement plan stand.

This complimentary, two-meeting process reveals:

How your current equity compensation schedule (RSUs, options, and other employer stock) impacts your immediate tax liabilities and long-term financial independence.

Your exact "Probability of Success" score, calculated using your actual account data and institutional-grade stress testing.

The specific gaps, hidden risks, and tax reduction opportunities hiding in your current approach that many people miss.

And much, much more!

Marcel Miu, CFA, CFP® | Fee-only, flat-fee advisory |
No commissions. No product sales. No % of assets fees.

Guiding Employees At

What Others Are Saying

Simplify Wealth Planning • Austin TX • 512‑200‑3922

Watch the short video below, then schedule a time using the calendar link.

Find out exactly where your stock compensation and retirement plan stand.

Marcel Miu, CFA, CFP® | Fee-only, flat-fee advisory | No commissions. No product sales. No % of assets fees.

Marcel Miu, CFA, CFP® | Fee-only, flat-fee advisory |
No commissions. No product sales. No % of assets fees.