article
Federal Reserve is in No Hurry to Act on Rates Amid Trade Uncertainty
Learn more
High-earning tech employees, business owners, and in-demand consultants face the constant stress of heavy tax burdens, job pressure, and financial risk. Despite attractive paychecks, rising stock values, and promising opportunities, these professionals often overlook the significant impact of taxes, the concentration of their wealth, and the potential for sudden changes. The daunting task of managing every aspect of their financial plan can lead to procrastination, costing valuable time that cannot be recovered.
Luis Menjivar understands these challenges and offers expert guidance to navigate them. With our strategic approach, we create tailored financial strategies aimed at managing risk, enhancing tax efficiency, and supporting financial goals. With our help, tech employees, business owners, and consultants in working toward financial independence and gaining peace of mind by offering guidance on a clear financial path, allowing them to focus on enjoying life.
We Empower Possibilities.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4