StackedLife Financial Strategies

About StackedLife Financial Strategies

Is it possible to have more cash and improve your retirement outcome at the same time? StackedLife LLC specializes in working with startup employees and investors. We help them create business and family financial strategies that take into account both the unique opportunities and unique set of risks that startup employees and investors face. Startup people need better financial solutions than what the typical financial planning advice provides. Rather than lock their money away for 30 years in 401(k) jail, startup employees and investors would be much better off if they had access to that money during their working years. While, at the same time, lowering taxes, mitigating risk, and creating a retirement fund that will provide more guaranteed, tax-free income in retirement. For Startup Employees * Roll with ups and downs in the economy w a better cash position * Increase potential upside of employee stock options * Improve guarantees on tax-free retirement income * Insure your family against disability and loss of life For Investors and Business Owners * All of the above * Increase returns on cash * Reduce lost opportunity cost with better cash accounts * Mitigate risk of intangible business assets such as cash flow * Increase net after-tax income