Executive/Entrepreneur
Executives and business owners are some of the smartest and most productive individuals out there. As a result, they are often among the busiest – generally too busy to take the lead in their financial planning and investment management strategies. This is where Colorado Capital Management can help.
Our wealth management services make your life easier by helping you plan for your financial future and secure your family’s well being. And, as a business executive, you will undoubtedly appreciate the importance we place on thoughtful planning and disciplined execution.
- COO at technology company he’s planning to leave
- Married with two young children
- Enjoys many company benefits
- Stock options
- 401K
- Insurance plans - Has rapidly growing investment assets
- Just fired commission-based broker
Case Study:
Michael, Corporate Executive
Michael was a high-income COO in the technology field who had rapidly growing investment assets with several different brokerage accounts, annuities and insurance policies. He was planning to leave the company he worked for, which offered him many benefits, including qualified and non-qualified stock options, an employee stock purchase plan, 401k plan and several insurance options. He had also just fired his commission-based broker after becoming dissatisfied with his performance, service, and fee-structure.
Financial Planning & Investment Needs
- A coordinated investment strategy to grow and protect his expanding wealth
- Long-term financial projections to understand how his portfolio will grow and how long he will need to work
- Advice on life, disability and liability insurance to protect his family
- Contributing to college-savings plans for his two young children
- Help with exercising his company stock options
- Review of employment agreement and estate planning documents
The Solution
Colorado Capital Management was able to provide Michael with the comprehensive range of wealth management services he needed to get his investments back on track and simplify his life. We made sure he had adequate and competitively priced insurance coverage, reviewed his estate plan, opened college savings accounts for his children, and made recommendations on his company options and benefits. In addition to these services, we found a gaping hole in his personal liability coverage, which we addressed through obtaining an umbrella insurance policy.
In the three years that we have worked with him, Michael has gained more confidence in our services, has exercised stock options, and has tripled the amount of assets he has entrusted to our care.
How Can Colorado Capital Management Help You?
If you are executive or entrepreneur who could benefit from the wealth management expertise that we provide for clients like Michael, please contact Colorado Capital Management today.
