By Kevin Boutwell, CFP®, CIMA®
Are you a corporate executive? If so, are you aware of the top 5 biggest financial mistakes corporate executives tend to make? At Veracity Capital, we work with a number of executives within 5 to 10 years of retirement. If that describes you, it’s especially important to limit your financial mistakes and maximize every opportunity available before you finally call it quits. Watch this quick video where we explore these big financial mistakes in more detail—and how to avoid them.
Kevin Boutwell is a wealth advisor and partner at Veracity Capital. With almost a decade of experience in the financial industry, Kevin has acquired expertise in managing equity compensation and retirement planning. He focuses his services on corporate executives and people transitioning to retirement who have complicated compensation packages and resulting tax headaches. He believes that proper financial planning drives the best investment decisions, and his customized process and strategies help his clients achieve better outcomes. Kevin prioritizes building long-term relationships and offers the perfect mix of analysis, problem-solving, and a personal touch so his clients can focus on what’s important while knowing their finances are taken care of.
Kevin is a highly decorated veteran former U.S. Navy pilot. He got his start in the financial industry at Goldman Sachs and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Analyst® designations. Kevin earned his Bachelor of Science in Mechanical Engineering from the Georgia Institute of Technology and an MBA from Indiana University’s Kelley School of Business. Out of the office, you can find Kevin staying busy with his family, including his young triplet sons. When he has a spare moment, he enjoys staying active with CrossFit and an occasional round of golf. To learn more about Kevin, connect with him on LinkedIn.
Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.