COLLOP CAPITAL

Corporate Executives tend to be leaders with big goals. Executives are disproportionately exposed to the fortunes of their employers and industries, and thus, effective financial planning for corporate executives requires an understanding of their unique traits. Tax planning around equity incentives, deferred compensation, and retirement plans is especially important. Our executive clients appreciate working with us because they prefer the expert guidance of a third party when planning for their financial future, but they also want to remain directly involved... You've got a lot on your plate. We can help. You're a doctor forever…but that shouldn't mean you have to work that long. Financial freedom doesn't happen overnight - it takes time, consistent energy, and methodical effort. Working with an advisor who is well versed in financial planning for physicians can help navigate the unique needs of a physician's career and put you on the path to retirement... Clients have spent most of..

Primary location: Chesterfield United States