Financial Freedom For
Microsoft Professionals

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Maximize Your Benefits

Our team of Certified Financial Planners is skilled at helping you leverage your Microsoft benefits to pursue your goals. We help you determine how to handle stock awards, 401(k) plans, and Health Savings accounts, among others and work with you to maximize your benefits.

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Make Work Optional

You’re dedicated to your career, but what if work was entirely optional? Financial freedom empowers you to make choices. Let us help you create a lifestyle where work becomes optional.

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Leave It to Us

Planning for retirement is a time-intensive process, and you don’t get a second chance to make the right decisions. For over 35 years we’ve helped professionals chart their path to financial freedom. Let us do the heavy lifting, so you can spend your time enjoying what you’ve worked for.

There’s a lot to consider.
We’re Here to Help

Your Microsoft benefits package offers a number of options, including multiple 401(k) and stock plans - each with their own complexities. How you navigate these choices impacts your financial future.

Maximize equity compensation (RSUs)

401(k) and Mega Backdoor Roth

Employee Stock Purchase Program (ESPP)

Deferred Compensation Plan

Health Savings & Flexible Savings Accounts

Tax reduction strategies

Health Insurance Strategies (for those retiring early from Microsoft)

Insurance Review (life, disability, long-term care)

Implementing an Investment Strategy Tailored to Your Situation and Goals

Prepare For Possibility

From maximizing your Microsoft benefits to helping you keep more of what you earn, Stabler Wealth Management helps you pursue the financial freedom needed to achieve your goals.

Our team has worked with professionals like you for over 35 years and knows how to navigate the complex decisions ahead. You'll be supported by a dedicated team of Certified Financial Planners who focus on ensuring you have a holistic financial strategy in place, so you can live the life you deserve. Start by downloading Achieving Financial Freedom at Microsoft.

Join our email list for our latest insights on maximizing your Microsoft benefits.

We Make it Easy

  • 1

    Your Destination

Understanding how we can help you is at the core of what we do. In our first meeting, we spend time learning how you envision your next phase, understanding your goals, and gathering data on your current financial picture. Establishing your destination upfront allows us to create a clear roadmap to get you there.

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    Your Course

With your destination in mind, we analyze your current financial snapshot and create an in-depth financial plan. Your personal plan is built around your financial goals and includes a checklist of clear, actionable steps that aim to help you achieve them.

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    Move Ahead With

Life changes and your financial plan needs to evolve accordingly. We meet with you regularly to ensure your financial strategy remains aligned with current goals and needs – whether that’s transitioning to retirement, purchasing a vacation home, or helping your grandchildren save for college.

We want to help you
make work optional Sooner.

Whether you want to take early retirement or start a second career, we can help to ensure you have the financial flexibility to live the life you want. Visit our Insights section for Microsoft resources to help you navigate what’s ahead.


Certified Financial Planner

  • 35+

    In Business 35+ Years

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Microsoft Specialists

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Boeing Specialists