Who We Love To Work With

 

 

 

 

 

 

 

 

How Do I Know If I’m a Good Fit To Work with Financial Planner LA?

The ultimate goal of best financial planners out there is to offer a massive impact to the amazing people they serve- YOU! The best way for us to do this together is to solve a specific set of problems for specifics groups of people

 

Our clients live across the country, no longer do you have to choose the “financial planner near me.”  You can work with someone who specializes in solving the challenges you are facing.   We deliver the most significant value to our clients when we focus on complex situations that require our expertise.  Some examples of specific types of clients who find the maximum benefit from our LA-based Financial Planning guidance are:

 

 

Friends of The LGBT Community

As a gay financial planner, if you hate gay people, you probably won’t like having me offer even the most amazing financial advice.   We understand the fabulous economic challenges facing the LGBTQ community as we are living them ourselves.

We are here to help friendly people live a happier, healthier, and wealthier life. 

 

People Who Are Within Fifteen Years Of Retirement

Given the chance would you like to retire sooner? Retire Richer? Whichever choice you make, we are here to help you have the retirement you want as quickly and efficiently as possible.   All of your retirement planning questions will be answered, and we will help you enter retirement with a plan for an income stream you can’t outlive.

If you are planning to retire within the next fifteen years, it is time to make sure you on track for a happier, healthier, and wealthier retirement.

 

Successful Business Owners Looking To Minimize Taxes

Currently, we are helping many Small Business Owners plans to keep as much of their hard-earned money as possible.  Tax Planning for small business owners means you don’t have to work harder to increase your take-home pay. 

Also, with the right retirement planning strategies, you can lower your taxes substantially each year.  For those top-performing business owners, a 401(K) combined with a Defined Benefit Pension plan can potentially save you $100,000 or more per year in taxes.

 

 

Entertainment Industry

Clients of ours work at Sony Pictures, Netflix, Universal, Warner Brothers, Disney, to name a few.  We help guide them through the maze of employee benefits to make sure they are getting the move value from their hard work.

 

Want To Minimize Taxes On Stock Options

Taxes on Stock Options, Employee Stock Purchase Plans, Stock grants can for staggering large amount, and surprise many people.  We are here to help you make a plan to maximize the value of your Stock Options while minimizing the taxes you pay on them.  We love working with our clients at Apple, Tesla, Space X, Google, and Boeing, to name a few.

Let us deal with all the stress that comes with Stock Option tax planning.

 

We are here to be your Trusted Partner Offering the best Financial Guidance

You are busy living your life, let us be your financial planner, allows you to have peace of mind knowing you are making the best financial decisions.  This will leave you to focus on things you enjoy more.

Most of our clients have either already save $500,000 or more, or are saving at least 15% of their salary.  This can include the value of Stock Options or Grants, which for many people, is a large portion of their compensation.   We love working with people who want to delegate all of their retirement planning, investment management, and tax planning to a financial expect to allow more time to spend on the things that are most important to them.

 

If any of this is resonating with you, feel free to reach out and see how we can help keep you on track for your most important financial goals.  We are looking to build a few more life long problem-solving partnerships as the financial planners to our amazing clients. 

 

 

 

 

 

 

 

 

 

 

David Rae, CFP® AIF®

Accredited Investment Fiduciary and Certified Financial Planner

President / Founder DRM Wealth Management LLC

1(323) 905-4380

david.rae@financialplannerla.com