Apple Employees

Maximize Your Apple Benefits and Build a Secure Financial Future

As an Apple employee, you have access to a comprehensive benefits package that can be a powerful tool for achieving your financial goals. But are you making the most of it? We specialize in helping Apple employees like you uncover hidden opportunities within your benefits plan to enhance your financial security and build wealth.

Key Benefits You Should Be Leveraging

Navigating your Apple benefits can feel overwhelming. We’re here to simplify the process and show you how to maximize your benefits. Here are the key areas we can help you with:

• 401(k) Plan & Matching Contributions:

• Health Care FSA (Flexible Spending Account)

• Dependent Care FSA

• Health Savings Account (HSA)

• Employee Stock Purchase Plan (ESPP) & RSUs

• COBRA Coverage & Continuation

• Tax Optimization: Discover opportunities for tax efficiency and build a cohesive strategy with our expertise.

Why Work With Us?

Apple’s compensation structure is complex, and most employees leave valuable opportunities untapped. You don’t need to be one of them. Working with us means partnering with experts who understand your unique benefits and how to leverage them to your advantage.

We’ve helped Apple employees just like you optimize their RSUs, navigate tax-efficient strategies, and balance multiple accounts seamlessly. Instead of guessing, get guidance from financial professionals who know Apple’s plans inside and out.

• We specialize in helping Apple employees like you make the most of your benefits package.

• As Certified Financial Planners™ (CFP®) acting as fiduciaries, we’re dedicated to providing advice that’s in your best interest.