Tax Smart
Retirement Planning & Investment Advice
for Disney Cast Members
Advice on where to save and invest.
Investment strategy for the Disney 401k and Disney Retirement Savings Plan (DRSP).
Tax planning.
Strategy for bonus income, Disney LTI, Disney RSUs, or the Disney Non-Qualified Deferred Compensation Plan.
Which Disney pension option is the right one.
Which Disney benefits are the right ones to choose.
Other financial issues like estate planning and insurance coverage.
You don’t have to figure it out alone.
I am a former Cast Member at Disney’s Credit Union (Partners) and a former Traditions facilitator. I have been a financial advisor for 10+ years and have helped hundreds of Disney Leaders, Cast Members, Imagineers, Crew Members and Employees plan for retirement and invest wisely.
“He either straightened me out or put me on the right path…. He watches out for the financial side.”
– Walt Disney about his brother Roy