Tech Professionals

This region has some of the top tech companies in the world. At Sound Foundation we understand the complexities of the tech professional’s financials situation. Whether you have been working for the same company for your entire career or you have moved between a variety of different organizations, we can help to clarify your options and achieve your goals.

One of the most critical keys to your financial success is your 401k. Saving, accumulation, and protecting this asset is crucial to securing financial independence. Through your custodian, whether it is Fidelity, Schwab, Vanguard, or TD Ameritrade, we can work with you to create customized, detailed, and advanced portfolios within your current 401k provider. Many tech employees are unaware of how to access and manage their full list of investment opportunities and options. We work with employees of several of the premier tech companies in our area to ensure they are making the most efficient decisions available to maximize their 401k.

Managing your current 401k in concert with your old 401k’s, IRA’s, Pension Plan, Stock Options, Social Security, etc, is invaluable to your ability to achieve financial independence.