Attention Qualcomm employees

Have you been affected by the recent changes at Qualcomm?

We have solutions for:

  • Concentrated stock positions
  • Low basis stock
  • Retirement account rollovers
  • Stock options, restricted stock and warrants
  • Changes to 2016 and 2017 dividend – 2016 & 2017 Form 1099
  • Retirement Planning

Critical financial events are sometimes predictable and planned, but our experience has shown they are more often random. One thing we do know is that they can have a profound impact on peoples' lives. Our team's purpose is to cushion the effects of the critical financial events in your life so you stay on track and reach your financial goals as your life unfolds and your needs evolve.

Our team has developed and refined a process we call The V FORMula, which brings all pieces of your financial puzzle together and aligns them with your goals and objectives. With a team, plan, and process in place our clients find they can look to the future with anticipation not apprehension.

Contact us today.