Hello. I am Saurin Makim and I help Healthcare and Technology Professionals, Fast-track Retirement, Generate Passive Income From Investments and Make Work Optional.
Equity Compensation
Expertise in Pre-IPO and IPO planning & stock based compensation including RSU, ESPP, ISO/NQSO flavours of Stock Options, Private Stock, 409 Valuation etc.
Student Loan Payment
Analyzing your student loan variables and cashflow to help you with the right strategies to be able to meet your mid-term and long term goals.
Estate Planning
Arrange for efficient, cost-effective property transfer.
Risk Management
Plan for disability, long term care, survivor needs and other concerns.
Second Opinion
For those DIY investors who just want to have a qualified second opinion on their investment strategy, risk protection, estate planning structures etc.
Asset Allocation
Determine what proportion of your portfolio holdings to invest in various asset classes.
Financial Statement
Review cash inflow, outlfow, and networth.
Tax Guidance
Utilizing tax advantages and incentives to maximize your wealth and long term rates of return.
Retirement
Plan the accumulation and distribution aspects of retirement. Implement strategies for Backdoor and Mega Roth Contributions that can fast track retirements by decades.
