As your career and family grow, your financial life grows, as well. You have a mix of past and present 401(k) plans, company stocks, stock options, real estate, IRAs, and more. These often collect haphazardly, so how can they be made to best fit your plans for today and your goals for tomorrow? At Gotham Block, we’re experts in optimizing and monitoring your varied accounts to match your risk and hit your goals.
Your Custom Master Strategy
We give you the big picture so you can see all your assets working together as a team. Discover how to minimize both costs and taxes across your retirement and non-retirement accounts.
A savvy stock awards strategy
Employer stock and options accompany career success, but they can overload portfolio exposures. We lead you through smart rebalancing to achieve the diversification you need.
Set appropriate portfolio risks
Advisors talk about asset allocation, but for it to be genuinely beneficial, your allocation needs to be global, adjusted for your financial situation, and in line with both your goals and risk tolerance.
Finances go far beyond investments and reach deeply into all aspects of our lives. Nowadays, it is easy to gather copious amounts of information. How do you judge its credibility and utility to separate the wheat from the chaff? We help you make confident and informed decisions by reducing complexity.
Optimize your equity compensation
We show you value-maximizing and tax-aware strategies for selling your company shares and exercising your stock options outside of trading windows.
Stay on top of taxes
Tax laws change. Your financial picture changes. Given those shifting sands, we make sure that you are always ideally positioned with regard to your tax liability.
Get effective estate planning
What will your legacy be? Gotham Block will review your estate plan, reveal areas you may have overlooked, and help you find and work with a qualified estate attorney.
Set your path for retirement
We keep your retirement on the radar, deciding when to start your Social Security benefits, estimating your health care needs, and planning how to safely manage your nest egg.
Be ready for a rainy day
As your career, family, and financial responsibilities grow, your insurance requirements change dramatically. We review your insurance to be sure that you have the level of safety you need.
Set your college strategy
Your financial preparations for college can be complicated. Are you getting all the tax breaks available to you? What happens when the grandparents help out?
It’s important to get off to a strong, fast start, so in our first few meetings teamed up together, we will assess your finances, address pressing issues, develop goals, build your portfolio, and start putting your plan into action.Learn More