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You are invited to receive a complimentary Equity and Tax Planning session and a $400 discount on Secfi’s Wealth Management services.
In this session, an Equity Strategist will dive into your stock option situation and cover questions you have about your equity. We'll also share our wealth management approach to helping you save money, make money, and manage risks.
Secfi helps startup professionals with financial planning and investment management, starting with their most precious asset, stock options. Unlike most other wealth managers, we don't require you to be a millionaire in order to get high-quality financial guidance.
Increase your upside potential
We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.
You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.
We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned money.
