Vested financial planning services
Maximize Your Employee Equity, Minimize Your Taxes and Reach Your Goals
We’re paid directly by you and never receive commissions or referral fees
We recommend what’s best for you since we’re not part of a broker-dealer or bank
We’re legally bound to always work in your best financial interest
Isn’t it worth 2% of your income to make the most of the other 98%?
Ongoing financial planning makes the most of the other 98% of your income by enabling you to maximize your employee equity, buy a house, save for college, and plan for retirement.
Ready to talk with an expert?
Ongoing financial planning costs ~2% of our typical clients’ annual income
Ongoing Financial Planning
Build a comprehensive financial plan and work together to implement and help you achieve your goals
Starts at $6,000 for individuals and $7,500 for couples (annual fee billed quarterly). Fees waived with investment management of $750,000 or more.
Identify investment goals, develop customized asset allocation and invest and monitor your accounts for you
0.40%-1.00% annual fee based on value of assets under management (billed quarterly).
Vested Financial Planning works with Gen X & GEN Y Silicon Valley tech professionals to make the most of their employee equity
We build plans that help you buy a home, save for college costs and prepare for retirement and we help you enjoy the journey too
Cash Flow & Budgeting
Tax Planning Strategies
Financial Goal Planning
Employee Benefit Optimization
Home Buying Counseling
Investment Analysis & Management
Let’s Work Towards Your Financial Dreams.
1. Build the Plan
2. Take Action
3. Reach Your Goals
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
Phone: (650) 315-7372
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