Justin Boucher Advisory Services

www.justinboucher.com

What I Do I help employees at technology firms navigate through their often complex financial journey so that they don’t have to worry about making big mistakes. Together we create and implement a financial plan for your cash flow, investments, insurance, estate, debt, and retirement. Do you really understand all of your compensation package? - How does your equity compensation work? - What are the implications of long-term performance-based incentive plans to your net worth and taxation? - When might be a good time to exercise your stock options? - How do non-qualified stock options work? - How should your 401(K) holdings be invested? - How can I pay less in taxes? My name is Justin Boucher and, among other things, I help people solve these challenges and plenty of others. I have worked with highly compensated executives since 2011 and have gained an intimate knowledge of several technology companies. I understand the complexity of these issues and have helped high-level professionals lay the course for a more confident financial journey. Would you like… - More proactive advice to reduce taxes? - Real-time decision making help on common and potentially life-changing financial issues? - Maximize your personal finances, rather than just rebalance your portfolio? - Pay off student loans faster or plan for college for your kids? - Get the most out of your equity compensation? - Implement an investment strategy that may help you retire sooner than you thought? - Spend less time trying to figure this out and more time doing the things that matter? We can discuss solutions that you can begin implementing right away.

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What I Do I help employees at technology firms navigate through their often complex financial journey so that they don’t have to worry about making big mistakes. Together we create and implement a financial plan for your cash flow, investments, insurance, estate, debt, and retirement. Do you really understand all of your compensation package? - How does your equity compensation work? - What are the implications of long-term performance-based incentive plans to your net worth and taxation? - When might be a good time to exercise your stock options? - How do non-qualified stock options work? - How should your 401(K) holdings be invested? - How can I pay less in taxes? My name is Justin Boucher and, among other things, I help people solve these challenges and plenty of others. I have worked with highly compensated executives since 2011 and have gained an intimate knowledge of several technology companies. I understand the complexity of these issues and have helped high-level professionals lay the course for a more confident financial journey. Would you like… - More proactive advice to reduce taxes? - Real-time decision making help on common and potentially life-changing financial issues? - Maximize your personal finances, rather than just rebalance your portfolio? - Pay off student loans faster or plan for college for your kids? - Get the most out of your equity compensation? - Implement an investment strategy that may help you retire sooner than you thought? - Spend less time trying to figure this out and more time doing the things that matter? We can discuss solutions that you can begin implementing right away.

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State

Nevada

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City (Headquarters)

Reno

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Employees

1-10

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Founded

2017

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