What You've Built
You’ve built a strong income and meaningful equity. What you want now is confidence, knowing how long your money will last, what to do with your stock, and when you can step back from work without wondering if you’ve missed something important. We design a retirement blueprint that connects equity, investments, taxes, and spending into one simple, understandable plan.
We deliver fee-based, planning-first guidance tailored to executives with concentrated stock, variable compensation, and retirement timing decisions.
Retirement & Work‑Optional Planning
Map out what you can spend, how long it can last, and the trade‑offs between retiring now, later, or shifting to a lighter role.
Equity & Tax
Strategy
Build a multi‑year plan for RSUs, options, and ESPPs that reduces over‑concentration and avoids unnecessary tax hits, instead of reacting vest by vest.
Investment & Risk Management
Align your portfolio with your retirement plan and tech exposure, so your future doesn’t depend on a single stock or sector.
Family, Healthcare & Legacy Planning
Integrate healthcare costs, spouse/partner needs, and legacy goals so retirement planning isn’t just about “a number,” but about the people and lifestyle you care about.
Is This You?
Your peers talk about buyouts, early retirement, and liquidity windows and you want your own clear plan, not just their stories.
If that sounds like you, you’re in the right place. When your world includes RSUs, options, bonuses, and a packed calendar, generic retirement advice falls short.
You need someone who understands terms like “10b5‑1” and “liquidity window” without a long explanation, and who can translate them into a concrete retirement strategy built around your life.
Why Us
Why tech executives choose Horizon for retirement planning
Mark Olson
Mark Olson has spent 30+ years helping executives navigate complex financial choices with discipline and perspective. | Mark Olson, CFP®, MSFS, AIF, CLU®, ChFC®, combines deep technical knowledge with practical coaching so decisions are clear, direct, and actionable.
We are fee-based fiduciaries, which means advice is built around your best interest, not product sales.
Our planning-first approach gives you one place to bring every major money decision before you act.
Before You Touch Another RSU Decision, Read This Tech Executive Success Story.
One of our clients, a leader at a local semiconductor firm, came to us just before the world changed in early 2020. He was at the top of his game but privately weighed down by the complexity of his RSUs and the constant “what ifs” of industry layoffs. He didn’t want to just accumulate wealth. He wanted to know his money could support a lifetime of travel and exploration without him ever having to look back over his shoulder. He needed a plan that was laid out in a way he could actually understand, not just a pile of charts and jargon.
After we sat down and built his custom blueprint, everything shifted. For the first time, his retirement, taxes, and investments lived in one clear structure. The noise dropped. The decisions got simpler. And when his company eventually offered a surprise buyout package, his coworkers were stunned by how fast he said yes. They were still in the office running spreadsheets, while he already knew the plan could handle it. That’s the difference a blueprint creates. Without it, those moments get delayed, tax windows get missed, and concentration risk keeps growing while you wait for “a better time.”
Today, he’s happy, confident, and traveling, because he didn’t leave his future to chance. He followed a design.
Testimonials
Download the Guide
If you’re not ready to talk yet, you can still move toward clarity.
Our guide, “5 Things to Consider for Retirement Planning as a Tech Executive,” walks through the key questions around equity, taxes, spending, and timing so you can start seeing your retirement picture more clearly.
