Here at REAL Financial Strategies & Solutions, LLC., we understand the financial challenges of being in the bio tech and pharmaceutical industries. The complex nature of navigating employer plans, restricted stock options, and potentially high student debt can make financial planning seem daunting. Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.
Common Services
ESTATE
PLANNING
ASSET
PROTECTION
CHARITABLE
PLANNING
DISABILITY AND
EXTENDED CARE NEEDS
401(K) AND
IRA ROLLOVERS
WEALTH
MANAGEMENT
FINANCIAL
PLANNING
RESTRICTED STOCK
OPTIONS & GRANTS
EMPLOYEE STOCK
PURCHASE PLANS
TAX MANAGEMENT
STRATEGIES
EDUCATION
PLANNING
RISK
MANAGEMENT
GIFTING TO
FAMILY MEMBERS
