Executives

David Shuley

David Shuley   CFP®, CLU®, RICP®

Co-Founder and Principal

Schedule

As a corporate executive; you’ve put in the work, climbed the ladder, and likely have the rewards to match your responsibilities. This situation has put you in a group of highly successful and differentiated individuals that have complex compensation packages requiring a higher-level of specialized planning.

While you may have one or all the characteristics below, our team thrives on constructing plans to help you achieve your goals:

  • Formal employment contract or arrangement
  • Compensation tied to performance goals
  • Have an equity interest tied to your employer
  • Entitled to a complex benefits package
  • May have tax or legal exposure due to your position

We help our clients plan for the 3 unique phases for high performing executives:

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