Free initial planning call Schedule
Justin Boucher Advisory Services
Helping tech employees get the most out of their benefits and prepare for retirement
Why a JBAS Financial Plan? Do you sense in your gut that you might be saving enough for retirement, but you’re not 100% sure how long it will last? Since 2011, I’ve worked alongside professionals who were feeling “cautiously” optimistic about retirement. What if you had a financial plan that showed you when you could […]
Why JBAS Asset Management? The typical balanced portfolio returned between 6%-7% per year over the last 20 years, but the average investor over the last 20 years had a return of just over 2%*. I believe that the largest reason that individual investors struggle to manage savings is that they don’t know or understand what […]
Justin Boucher, MBA: Since 2011 I have been working in the financial industry. I worked for three different financial advisory firms before going independent. In working with various firms I was able to pick and choose what I did and did not like about financial advisory practices and incorporate it into Justin Boucher Advisory Services. […]
Being that we are coming up on the end of the year I decided to reflect back on my business this year. As I looked back through my book of business, I noticed a couple of trends. My male clients, married or not tend to be comfortable having me simply manage their money. Women, especially […]
What I Do
I help highly compensated employees at tech firms (like SalesForce) navigate through their often complex financial journey so that they don’t have to worry about making big mistakes.
Do you really understand all of your compensation package?
- How does your equity compensation work?
- What are the implications of long-term performance-based incentive plans to your net worth and taxation?
- When might be a good time to exercise your stock options?
- How do non-qualified stock options work?
- How should your 401(K) holdings be invested?
- How can I pay less in taxes?
My name is Justin Boucher and, among other things, I help people solve these challenges and plenty of others. I have worked with highly compensated executives since 2011 and have gained an intimate knowledge of several technology companies. I understand the complexity of these issues and have helped high-level professionals lay the course for a more confident financial journey.
Would you like…
- More proactive advice to reduce taxes?
- Real-time decision making help on common and potentially life-changing financial issues?
- Maximize your personal finances, rather than just rebalance your portfolio?
- Pay off student loans faster or plan for college for your kids?
- Get the most out of your equity compensation?
- Implement an investment strategy that may help you retire sooner than you thought?
- Spend less time trying to figure this out and more time doing the things that matter?
We can discuss solutions that you can begin implementing right away.
Let’s talk one-on-one. Click here to schedule a non-invasive 30-minute chat.