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| What We Offer |
Estate Planning means arranging for the accumulation, conservation and transfer of your assets after death. With an estate plan, you will decide who will receive your assets. Without a plan, state law makes the decision for you. The federal tax burden can be as high as 50%. We’ll design several options to minimize tax liability while allowing you to enjoy the lifestyle you have earned. Each client’s estate plan is structured in concert with his or her lifetime objectives. Care is taken to coordinate planning techniques that will ensure optimum results. EFG is dedicated to offering its clients cost effective, quality solutions to the problems associated with providing health and welfare benefits. We have significant experience in the design and implementation of all types of tax qualified retirement plans and non-qualified plans of deferred compensation. Investment Planning/Retirement Planning/401k Whether you’re a new or seasoned investor, EXECUTIVE FINANCIAL GROUP will assist you with the insight and objective advice you need to create an effective investment program tailored to your financial needs. Through Linsco/Private Ledger, we provide access to complete a spectrum of investment choices to meet your goals. We are accessible to review your investment portfolio. And when necessary, suggest appropriate adjustments. You will gain a better understanding of the role investments play in your financial future.
Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: NY, NJ, PA, DE, NC, FL and CA. |
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