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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind
Taxes, Investments, Equity Compensation, Private Investments, Venture Capital

How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind

Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of experience guiding high-net-worth professionals, entrepreneurs, and investors through complex wealth...

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  • Taxes
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Illustration of startup funding contracts, equity agreements, and SAFE document highlights in a clean financial-themed design
Taxes, Investments, Equity Compensation, Private Investments, Venture Capital

How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind

Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...

Proud Member of the Financial Planning Association® (FPA®)
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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