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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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