Financial Planner for
Tech Professionals
✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ MAKE WORK OPTIONAL
FEATURED IN:
You’re a Tech Professional
You have over $1.25M of investment and retirement assets.
You’ve built wealth. Now it’s time to plan what’s next.
How do I handle equity compensation and bonuses without getting crushed by taxes?
Am I taking advantage of the advanced planning opportunities available to me?
How do I balance enjoying life now with saving tax-efficiently for the future?
What You Can Expect When We Work Together
Confidence
Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.
Expertise
We make complex financial decisions easier to understand and take action. We specialize in guiding tech executives through their financial journey.
Customization
Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.
Ready to Plan Your Financial Future?
Here’s our process to help you decide if we’re the right fit.
Step 1: Intro Meeting
A brief meeting to determine if your situation aligns with our expertise and that working together makes sense.
Step 2: Discovery Meeting
Prior to meeting, we collect information to help understand your unique situation. We ask questions to help understand what’s important for planning your future.
Step 3: Financial Strategy Review
We walk through our planning approach, including tax planning, investments, and retirement.
Step 4: Think About It!
You decide if it’s the right fit. No sales pitch, no obligation.
Financial Planning Success Stories
Case Study: Planning a Work-Optional Lifestyle
Eric (53) and Kelly (51) lack clarity and a financial plan for making work optional. They’re motivated to organize their financial life before leaving big tech. They want a better understanding of when they can leave their high-earning careers, whether that means pursuing early retirement, taking a sabbatical, or exploring new opportunities.
See how they worked through key decisions with Safe Landing Financial to understand how and when work might become a choice instead of a necessity.
Contact Safe Landing Financial
Safe Landing Financial LLC
5830 Granite Pkwy #100-212,
Plano, TX 75024-6771
*Meetings by appointment only.
**All meetings are being held virtually until further notice.
Planning Resources for Tech Professionals
Meet Your Advisor
Brian Fry is a CERTIFIED FINANCIAL PLANNER™ helping tech professionals:
- Minimize Taxes
- Invest Smarter
- Make Work Optional
