Make the most of your stock purchase plan, with your hourly partner.
I’m Kevin Estes, CFP®, CCFC, MBA - a financial planner who helps tech professionals and their families live great lives.
Request a free intro call.
Maximize Your Benefits
Minimize Lifetime Taxes
Only Pay for What You Need
Expand options.
Some employers offer a 15% discount.
A lookback could lower the purchase price further.
The maximum qualified plan contribution is:
- 15% of gross comp,
- up to $25,000 a year.
Enhance benefits.
- Automate saving: use payroll deductions.
- Build wealth: leverage stock discounts.
- Grow with your company: align your financial success.
Is an ESPP right for you?
I can help you decide whether it aligns with your long-term goals.
If so, I’ll share creative - yet practical - ways to fund purchases.
Why Scaled Finance?
- Professional guidance: navigate ESPP complexities with confidence.
- Tailored strategies: maximize opportunities for your goals.
- Tax optimization: leverage tax hacks to save more.
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