Campbell, Calif.–(Newsfile Corp. – Dec. 6, 2022) – LIFT-UP Financial Services, a financial services company based in San Jose, California, announced its program to help high-tech professionals put their money into pension in a tax efficient way. The company is led by former hi-tech executives and Sheridan has helped many hi-tech individuals and families into sustainable retirements.
“For people just entering the workforce, retirement can seem far away and very scary and difficult,” says founder Jerry Sheridan. “We sit down with these professionals and executives and let them know that you can’t start too early in planning, protecting and saving for your retirement. which significantly reduces taxes.
Through the LIFT-UP program, high-tech professionals go through a three-step process to prepare for a successful retirement. The team trains their clients to know themselves and their habits before they know how they want to earn money 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 their retirement tax burden.
Jerry has worked with senior technology executives for over 20 years and has seen various retirements. Given today’s technology industry environment, Jerry’s experience working in the high-tech industry has prepared him to help protect the financial future of others.
“Layoffs are scary in the tech world and we’ve seen a lot of them lately,” Sheridan said. “I lived through our family’s bankruptcy when I was young. It made me feel the need to protect my clients’ lives, nest eggs and financial inheritance.”
To learn more, or to set up 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 hi-tech professionals and executives prepare for retirement. The company understands that personal finance is more personal than finance and works with its clients to develop a retirement plan that fits their needs and wants.
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