EXECUTIVE FINANCIAL SERVICES
Executive Financial Services offers people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be top prorities for individuals and families of all ages and income ranges.
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.
That's where Executive Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you. Diversity in our client base includes professors & administrators of higher education, employees of K-12 institutions, business owners and professionals.
Newsletters
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?