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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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