Campbell, Calif.–(Newsfile Corp. – Dec. 6, 2022) – LIFT-UP Financial Services, a San Jose, Calif.-based financial services company, has unveiled its programs to help high-tech professionals set up their finances for retirement in a tax-efficient manner. The company is run by a former high-tech executive, and Sheridan has helped many high-tech individuals and families into stable retirements.
“For someone just entering the workforce, retirement can seem so distant and incredibly scary and complicated,” said founder Jerry Sheridan. “We sit down with these professionals and executives and let them know that you can’t start too early to prepare, protect and preserve your retirement. It’s something that is built over time and with a knowledgeable advisor, you can retire with a steady stream of income that greatly reduces taxes.”
Through the LIFT-UP program, high-tech professionals follow a three-step process to prepare for a successful retirement. The team teaches its clients to know themselves and their habits before understanding how they want to receive an income in retirement. Finally, the team takes all of this information, along with their client’s current financial situation, and develops a plan to help reduce the tax burden in retirement.
Jerry has worked with high tech executives for over 20 years and has seen a wide variety of retirees. Given today’s tech industry landscape, Jerry’s work experience in the high tech industry has prepared him to help protect the financial futures of others.
“Layoffs in the tech world are scary and we’ve seen a lot of them recently,” Sheridan said. “I experienced the bankruptcy of our family as a child. It instilled in me the need to protect the lifestyle, savings and financial legacy of my clients.”
To learn more or to arrange a call with Jerry and his team, visit https://liftupfs.com or call 888-511-1269 x101.
About LIFT-UP Financial Services
Founded by Jerry Sheridan, LIFT-UP Financial Services helps tech professionals and executives prepare for retirement. The firm understands that personal finance is more personal than finances and works in partnership with its clients to develop a retirement plan that meets their needs and wants.
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