Leverage your compensation and benefits plan to achieve your financial goals. With extensive experience in working with Meta employees and their benefit plans, we can help you understand your options and map out the right strategy for your financial needs.
Seamlessly coordinate your Meta assets (401(k), BrokerageLink®, Retirement Contribution, and Deferred Compensation Plan) with the rest of your balance sheet.
Optimally manage your Stock Options, RSUs, and ESPP shares held in your brokerage account.
Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
When the time is right, we’re here to help you transition with confidence into the next phase of life.
Navigate your tax relief journey with confidence and achieve your financial goals.
With over a decade of experience in helping clients navigate tax relief options, we can help you understand your choices and map out the right strategy for your financial needs.
Deferred Compensation
Deferred Compensation: For eligible employees, deferred compensation can be a powerful tool to reduce taxes and grow your wealth. We can help you define the risk, evaluate your options, and make a confident decision.
Meta Pension Plan
Meta ESPP
RSUs
Even though many of our clients are current and former Meta employees, our company is not affiliated, associated, nor endorsed by Meta. This information is specific to Meta employees. We believe it to be reliable; however, we cannot guarantee its accuracy. Such information is subject to change without notice. Please refer to your Benefits Handbook for the most up-to-date information.
The Ultimate Guide to Tax Relief
Are you looking to reduce your tax burden? Our latest guide highlights how you can maximize your tax savings with various strategies and programs.
Stay ahead of the curve! Subscribe for the latest updates, exclusive offers, and industry insights delivered straight to your inbox.
Unlock the secrets to maximizing
your tax savings
© 2025 Created with Tax Relief Secrets
