For Texas Instruments Professionals

Engineer your retirement from TI.

Your RSUs, the TI 401(k), and deferred comp deserve the same rigor you bring to your work — turned into one clear, tax-smart plan for the years after TI.

How we work

A clear, repeatable process

Fig. 1  ·  Planning workflow

Step 01

Listen

We map your goals, timeline, and full financial picture before recommending anything.

Step 02

Build

You get a written, tax-smart plan — with assumptions you can see and question.

Step 03

Implement

We put the plan to work across your investments, taxes, and benefit elections.

Step 04

Review

We meet regularly and adjust as markets, tax law, and your life change.

For Texas Instruments Professionals

Your TI benefits, engineered into one plan.

At 55, your TI compensation has a lot of moving parts. We bring them together into one tax-smart retirement plan.

  • Equity & ESPP

    RSU vesting and ESPP, managed around concentration and taxes.

  • The TI 401(k)

    The right contributions, including catch-up at 55, and allocation for your timeline.

  • Deferred compensation

    Distribution elections timed to fund your early retirement years.

  • Retirement income

    A withdrawal plan that bridges to Social Security and Medicare.

Not affiliated with or endorsed by Texas Instruments.

Schedule a Consultation

No commitment, no sales pitch — just a conversation about your goals.

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