Your career at Costco has brought you financial stability. It has also brought complexity and a growing time commitment to properly managing your finances.
You have worked hard in your career at Costco, and through dedication, and long hours you have built a successful career. It has been a financially rewarding journey, but it has brought complexity. You may have multiple investments accounts and RSU vests, while working toward multiple goals of retirement, new real estate purchases, college funding, and traveling.
To maximize the many financial benefits that Amazon offers and turn them into financial success and freedom takes more dedication, time, and risk management.
Costco employees look to Gevers Wealth Management first.
Our goal is to free up your time and optimize your finances, so that they are working toward your goals. Whether it's retirement, your next career move, or starting your own business, we have experience walking Costco employees through each unique situation. We help you manage your investments, build a successful retirement plan, and reduce taxes.
Maximizing And Simplifying Your Finances as a Costco Employee
Costco Retirement Planning
We work together to build a retirement plan that leverages the strengths of your personal finances to meet your retirement goals. Whether most of your retirement assets are in your 401(k), you own a large amount of Costco stock, or manage rental properties, we have experience with your financial situation and will guide you to a retirement plan that optimizes your finances
Tax Planning
No matter where you are in your career at Costco there are opportunities to improve your taxes. Roth conversions, 401(k) optimization, and back door Roth contributions are some of the many strategies successfully used for Costco employees.
Investment Management & 401(k)
We allow financial science and academia to lead our investment management for you. By following the proper investing principles, like reducing taxes, and diversifying among the proper asset classes, we optimize your investment portfolio so that it pursues your goals.