Tax strategy · Equity compensation · Retirement planning
One plan for your equity, taxes and retirement.
Bilingual tax, equity and retirement planning for professionals and first-generation families, nationwide by video.
Complimentary · No obligation
Start with a conversation
Book a complimentary, no-obligation appointment to start the introductory conversation, discuss your concerns, and find solutions.
- Equity Compensation Strategy
- Proactive Tax Strategy
- Worry-free Retirement & Lifetime-Income Planning
Focus
Equity compensation & tax strategyMeetings
Virtual, nationwideLanguages
English · 繁體中文
Fees
Fixed-fee tiers
Sound familiar?
The questions our clients bring us
If any of these have been sitting on your mind, they are exactly what a first conversation is for.
Should I sell my RSUs when they vest or continue holding them?
How much additional tax should I set aside when 22% withholding is not enough?
When should I exercise my ISOs, and could the exercise trigger AMT?
Should I perform Roth conversions before Social Security and RMD begin?
How can I create retirement income that lasts throughout my lifetime?
How should I coordinate U.S. planning with accounts, property, insurance, or family responsibilities in Taiwan?
How do I reduce my taxes now, and keep them low through retirement?
Is my family prepared if anyone needs long-term care?
How do I prepare for my kids' college costs without delaying my retirement?
Who we serve
Built for people with more than one thing to balance
GloryToGlory provides unbiased, bilingual guidance for busy tech professionals, Taiwanese-American families, and many middle-class Americans. Meet with us in your preferred language, virtually nationwide.
Tech professionals with equity compensation
You receive RSUs, RSAs, ISOs, NSOs, or ESPP benefits and need help coordinating vesting, exercises, sales, withholding, estimated taxes, diversification, and long-term goals.
First-generation and Taiwanese-American families
You are building your career, family, and wealth in the U.S. with assets and parents in Taiwan, or making financial decisions across two countries and two financial and tax systems.
Professionals approaching retirement or planning to retire within 10 years
You need a coordinated strategy to manage sequence-of-returns risk and the order of withdrawals from Roth or tax-free accounts, Social Security benefits, brokerage accounts, tax-deferred accounts, lifetime income, taxes, and long-term care planning.
Why GloryToGlory
Why work with GloryToGlory?
Specialized: For RSUs, stock options (ISO, NSO), tax strategy, and retirement.
Culturally fluent: Guidance for Taiwanese-American and first-generation families.
Bilingual: Meetings and explanations in English or Mandarin.
Holistic: Tax, equity, retirement, and family decisions considered together.
Transparent: Clearly defined services and fixed-fee engagement options.
What we do
Three Signature Specialties
We help high-achieving individuals and families navigate complex tax laws and build lasting wealth for generations. We coordinate your equity compensation, like RSUs and stock options, optimize tax-saving strategies, and structure worry-free retirement through one integrated plan.
Equity Compensation Strategy
One coordinated plan for your RSUs, RSAs, ISOs and NSOs, so every vest, exercise and sale is a decision rather than a surprise.
Learn moreProactive Tax Strategy
Proactive, year-round tax planning so vesting, exercises and bonuses never surprise you in April.
Learn moreWorry-free Retirement & Lifetime-Income Planning
From 401(k) and Roth decisions to early-retirement math and cross-border questions, a plan for the life after the vesting schedule ends.
Learn more
Also available as part of a coordinated plan: holistic financial planning, asset allocation, education funding, cross-border tax coordination (FBAR, FATCA, PFIC), and estate-planning coordination.
See all servicesServing clients across the country, virtually and in person
We meet clients by video across the country. If you are near the Bay Area or Southern California, in-person meetings are available by appointment.
Ready to turn your uncertainty into certainties?
Start with a complimentary 15-minute strategy session. We will look at your portfolio, your tax picture and your goals, and tell you plainly what we would do next.