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Financial Planners for the Tech Industry

Serving the tech industry in Gloucester, MA and the Greater Boston Area for over 30 years.

The Tech Industry is Full of Opportunities

Over the years, we have worked with a countless number of people in the technology sector.

Why this industry, specifically? 

The tech industry presents workers with a number of fantastic wealth-building opportunities. The problem is many do not fully understand the benefits available to them, specifically with stock options. 

At Safe Port, we take a look at your employee benefits, stock options, 401(k) plan, along with an overall assessment of your income, assets, and debt obligations. We do this so we can help you get organized so you can make smarter, better decisions with your money. By getting a high-level overview of your financial situation and the challenges and opportunities in front of you, we can help you become a more confident decision-maker.

How We Can Work Together

1) You Reach Out

1) You Reach Out

Click on the "Talk to an Advisor" button to reach out via our website. Send us a message and let us know you would like to meet. We will then schedule a complimentary consultation.

2) We Will Schedule a Fact-Finding Meeting

2) We Will Schedule a Fact-Finding Meeting

Our initial meeting is a fact-finding meeting. We will learn more about where you work and let you know where we can provide the most value to you. There is no fee for this initial meeting.

3) We Will Map Out a Financial Plan

3) We Will Map Out a Financial Plan

If it makes sense for us to work together, we will custom-build a financial plan for you. This immediate benefit will build the foundation for your future decisions. From there, we will continue to work together on implementation.

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