Signature Moves – From Earning Executive Compensation to Fully Utilizing Your Plan Benefits

The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.

Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.

Meet Brian Copeland, CPWA^®, CFP^®, Wealth Advisor and Managing Director at Hightower Signature Wealth in St. Louis, MO.

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Brian’s Signature Move

Helping C-suite executives turn the full complexity of their compensation into a coordinated plan – so nothing valuable is left on the table.

Who This is For

You’re a C-suite or senior executive with a compensation package that extends well beyond your paycheck.

• You have RSUs, stock options, deferred comp, or non-qualified plans built into your package
• Executive compensation shapes a significant part of your financial life, but you may not fully understand it
• You don’t have the time to track every election, deadline, and tradeoff the way it deserves

You want to make sure the tools your company gave you are actually working for you and your family – not quietly expiring while you’re focused on the demands of your role.

Where You Are Today

There’s a lot of money in here. You just don’t have the time to make sure you’re using it the right way.

What You’re Going Through

You’ve earned access to opportunities which can be powerful but unforgiving, and built to require more from you than just signing forms.

• Stock options expire if they’re not exercised in time, deferred comp elections limit changes once they’re made, restricted stock vests on schedules you don’t control
• Each decision affects when and how you’ll actually be able to use this money down the road
• The reminders you get from your company tell you when to decide, but rarely what’s actually at stake

Capturing the full value of these plans requires more than making each individual decision well. It takes a coordinated view of every election, deadline, and tradeoff – and someone keeping pace with how your company operates.

Brian’s 3-Step Approach

1. Map your full compensation picture – every benefit, election, vesting schedule, and deadline across every plan your company offers
2. Coordinate every decision with the rest of your financial life – what you elect today should fit how you and your family want to live decades from now
3. Stay on it as your career, company, and family evolve – annual reviews at minimum, plus check-ins whenever your company opens new election windows

Signature Perspective

“Every decision in your compensation package sets up the next one. When you don’t see how they connect, you might leave value behind.” – Brian Copeland, CPWA^®, CFP^®

What You’ll Experience

• You avoid leaving value on the table because each piece is being tracked and considered.
• Every election you make is informed by the full picture – not just the decision or deadline in front of you.
• You and your family get the benefit of someone who knows the ins and outs of your company’s plans as well as your own situation.

Where You’ll Be Tomorrow

You move from wondering whether your compensation is working the way it should – to knowing every piece of it has been seen, coordinated, and put to work.

Connect With Brian

If your compensation package has more moving pieces than you have time to keep up with, talk to Brian.

View Brian’s Bio

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