Take full advantage of your opportunities as your company goes public by letting us help you navigate your financial options. Our team will help you evaluate multiple scenarios and walk you through an effective tax plan or investment strategy.
I don’t know what to do with my stock options.
How do I navigate the available resources and balance between opportunities, risks, and tax considerations?
How can I plan for the long-term given the uncertainty in the near-term?
We can help you understand the types and value of the equity and/or options and provide an analysis of the various strategies you can take.
We can help you determine the best ways to approach your goals. There are tradeoffs between retaining upside, taking some cash off the table, and optimizing taxes.
We model upside and downside scenarios for you, so that you can understand how decisions made today may impact your long-term goals.
Gain access to a breadth of resources to better manage your taxes and wealth. Work with our team to determine the best approach for your finances in the long-run, further optimizing your success and diversifying your stock.
I pay a lot of taxes.
I have a lot of company stock; my wealth might be too concentrated in this one area.
It's difficult for me to find someone that works with my unique financial situation.
It's difficult to sift through online resources and figure out what's good advice for my scenario.
We work with high incomes and we’re knowledgeable about strategies to help reduce taxes (we go above and beyond common, online financial advice).
We can help diversify your stock and/or options (often through strategies not available to people with <$5M) in a tax-efficient way.
We have experience working with clients at many major tech companies.
We can help you determine ways to generate liquidity in a tax-efficient manner.
Use our experienced team of advisors to help mitigate your taxes to improve your future monetary growth. Applying our knowledge of tax planning can not only save you money, but can save you time, so you can focus on what matters most.
I don't have the time to manage my own finances (I’m focused on running my business and increasing my income).
I need an advisor who's competent, trustworthy, and reliable.
I’m probably not taking advantage of all the tax-benefits available to business owners.
I need someone to handle the day-to-day maintenance of my financial life and make sure things are taken care of.
We have an experienced and established team to take care of your business planning, tax planning, investment planning, and more.
We can meet on a regular basis to make sure you are on track.
We work with a lot of people like you and will advise you on what you can and should be doing.
By checking off the above, you can focus on your business!
Discover how Morling Financial's team of
professionals can help you better manage
your finances and achieve your goals
Discover how Morling Financial's team of
professionals can help you better manage
your finances and achieve your goals
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