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 Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

More Newsletters →