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

College Funding

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

Life Expectancy

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

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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