A Lifetime
Opportunity
Optimized.
We help tech professionals going through an IPO or a liquidity event maximize the payout, minimize taxes, and move towards achieving financial freedom.
AS SEEN IN
We Know
You have worked hard and taken risks in the startup world of Silicon Valley.
This has given you access to the opportunity of a lifetime.
RHS Financial is one of those opportunities.
Let our team of expert fiduciary financial planners help you navigate this moment.
Don't miss out on this opportunity, optimize it.
Our Offer
Incentive Stock Options
(ISO)
AMT and Tax Calculations
How much to exercise now vs later?
Qualified vs Disqualified Disposition
How to navigate the IPO and blackout?
Non Qualified Stock Options (NQSO)
Tax Calculation when exercised.
When to exercise?
Balancing NQSOs with ISOs
Long Term Capital Gains management.
Restricted Stock Units/Awards (RSU/A)
Prepare cash reserve for future tax bill.
Explain liquidation options at IPO and after.
RSUs and AMT
Qualified Small Business Stock Exemptions
Holistic Financial Plan
Understand how everything fits together.
Align your decisions with your personal financial goals.
Statistical scenario tests to help you compare your decisions.
About us:
Hi there, my name is Alex Caswell CFP® CFA. I'm a Wealth Planner at RHS Financial. A fiduciary and comprehensive wealth management firm focused on serving tech professionals across the globe.
Working with 100's of tech professionals on an annual basis I quickly realized how important an IPO is to the future of that individual and their family.
The challenge is a lot of financial advisors just don't service clients for this event alone.
I set out to make the most comprehensive financial planning, investment, and most importantly tax package for those going through a significant liquidity event.
Straight Forward and Transparent Pricing
One time cost of $2,500.
Start with a 15 minute non-comital free consultation by using the calendar below.
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