A CFO FOR YOUR PERSONAL LIFE.

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Success means that you’ve put in the work, made smart decisions and taken some calculated risks — and all that effort is finally paying off. Prioritize making the time to maximize your benefits, minimize your taxes and plan for the future you imagine. Even for senior executives, a financial plan doesn’t “just happen.” It gets built.

The 4 Building Blocks of Financial Independence for Executives white paper is built on case studies and experiences of others in your shoes — and it contains what you need to know to help you get started on your path to a “work optional” lifestyle to include:

  • Why it’s important to separate your financial future from your company’s fortunes — and how to do it without triggering large tax bills or accusations of disloyalty.

  • How to maximize the use of your compensation package beyond stock options.

  • 3 risk-management challenges that are unique to corporate executives like you —and some strategies to mitigate them.

Contact Us

100 South Brentwood Blvd., St. Louis, MO 63105

(314) 735-9087

dtroyer@monetagroup.com

©2020 Moneta Group Investment Advisors, LLC an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC, trademark application pending. All rights reserved. These materials have been prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. These materials do not constitute an offer or recommendation to buy or sell securities, and do not take into consideration your circumstances, financial or otherwise.