Welcome to Executive Financial

 

At Executive Financial, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.  As a member of National Financial Partners (NFP), an independent national financial services company, we have access to a multitude of advanced strategies, programs and products that are designed with one objective in mind - to help you achieve your business and personal financial objectives by growing, protecting and preserving your assets.  Our goal is to exceed your expectations by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide.  Thank you for the opportunity to be of service.  We look forward to hearing from you.

 

 

With the sophisticated resources we have in place, we facilitate the complex corporate and personal financial decisions our clients must make.  For example,

What are strategies for corporations to:

What are strategies for family businesses to:

What are strategies for affluent individuals to:

What are strategies for affluent families to:

Become a Client

Becoming a client with us is as easy. Click here to fill out our information request form and we will contact you shortly.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

More Newsletters →