Professionals:

As a successful professional, your career demands your time and effort. You may consistently juggle between career advancement and spending quality time with your family, and have little free time for managing your finances. You may struggle to balance your financial resources for retirement savings and your children’s education costs. Or you may have too much of your wealth concentrated in one single company stock.

To address these concerns, SPFA advisors can partner with you to coordinate and manage your financial affairs so you can have more time for other endeavors.

Access SPFA’s expertise of integrated planning:

• Comprehensive financial planning
• Real estate investment analysis
• Stock options/RSUs/ESPP analysis and planning
• Strategies for concentrated stock positions
• Risk management/insurance analysis
• Tax planning & minimization
• Ongoing asset management services
• Innovative platforms to track and monitor progress toward your goals