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Helping Micron and tech professionals retire with greater clarity, coordination, and tax awareness.
Within five years of retirement, the financial decisions around stock, taxes, healthcare, and income become more interconnected than ever. We help you navigate them with one coordinated team.
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The final years before retirement can become the most financially consequential.
If you work at Micron or another tech employer, retirement planning is rarely just about investments.
Stock compensation, taxes, healthcare, retirement income, Social Security timing, and estate decisions all begin interacting at once. Yet most people are left trying to coordinate those decisions on their own while different advisors work in silos.
That creates uncertainty at the exact moment you want clarity.
How and when to sell concentrated stock positions
Reducing unnecessary tax exposure
Determining whether work is optional sooner than expected
Bridging healthcare before Medicare begins
Creating retirement income before Social Security or RMDs
Coordinating accounts, benefits, and legacy decisions into one plan
You should not have to manage complex financial decisions alone after spending decades building your wealth.
A coordinated team that understands your world.
Through our Family Office approach, we coordinate financial advisors, CPAs, estate planning attorneys, and strategic professionals into one unified planning framework so every major decision works together.
For Micron and tech professionals, that coordination matters.
Our client-facing team includes former Micron employee, Patrick Collins, who understands the realities of the RAM 401(k), ESPP decisions, RSUs, concentrated stock positions, and the emotional complexity that comes with transitioning out of a long career in tech.
We already speak the language because we’ve lived it ourselves.
This means conversations can begin at a deeper level, with less explaining and more clarity around what matters most next.
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Services
What we help tech professionals navigate
Retirement readiness analysis
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RSU, ESPP, and concentrated stock planning
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Multi-decade tax mitigation strategies
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Roth conversion planning
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Retirement income coordination
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Healthcare bridge planning before Medicare
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Social Security timing strategies
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Estate and legacy planning
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Charitable giving optimization
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Investment consolidation and coordination
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Photo credit: Kelly Ross, Micron Global Communications and Marketing Photographer
Who we work with
We typically work with Micron and tech professionals near the Treasure Valley who are within five years of retirement and have built significant wealth through disciplined saving, stock compensation, and long careers.
Many of our clients come to us after realizing their financial life has become too interconnected to manage through disconnected advice alone.
This is typically a strong fit for individuals or couples who:
Have $2M+ in investable assets
Hold concentrated stock positions
Are preparing for retirement or optional work
Want proactive tax planning
Prefer a coordinated advisory team
Value clarity, stewardship, and long-term legacy
Treasure Valley Financial Planning is honored to receive the 2026 statewide Gold Award — Idaho's Best™ Financial Planning Firm.
Third Party Companies are not affiliated to TVFP or TVFP's Owners or Employees.
Retirement should feel purposeful, not uncertain.
At Treasure Valley Financial Planning, we believe in something more powerful than compound interest: Compound Impact™.
We believe wealth should serve a greater purpose than simply accumulating over time. It should support the people you love, the experiences that matter most, and the legacy you hope to leave behind.
We act as a fiduciary when providing advisory and financial planning services. Through our Family Office approach, we bring experienced professionals together so your retirement, investments, and legacy decisions work in harmony over time, including proactive, advanced tax mitigation designed to reduce lifetime tax exposure and preserve more of what you have built.
The result is clarity, confidence, and lasting significance across generations.
More About Us
Rebecca B.
Current Client"Very professional in every way. Excellent knowledge. Would recommend 1000%."
Joyce A.
Current Client"...treats us with the utmost respect and sincerity."
Lynette L.
Current Client"The team is always looking at ways to invest better, save on taxes better. I would highly recommend"
Lynda P.
Current Client"They have been very attentive, considerate, and professional, while listening to our wants and needs."
June F.
Current Client"We were greatly impressed with J.T.'s grasp and assessment of our situation and financial goals..."
Thomas M.
Current Client"Treasure Valley Financial Planning has been an incredibly positive experience."
Linda G.
Current Client"TVFP is always there when I need them."
David R.
Current Client"We felt comfortable and relieved that they were on top of things and that our retirement money was in good hands!"
1
Start the Conversation
Schedule an initial call to explore your goals and see if there’s a natural fit.
2
Explore Together
You learn about us. We learn about you. We talk through what’s working, what’s missing, and what’s possible.
3
Create Lasting Impact
Move forward with a plan designed to maximize your relationships, life experiences and legacy.