Executive Financial Group
Our firm was established as a response to the Sarbanes-Oxley Act.  Our mission is to provide our clients with enduring value by crystallizing their financial objectives and providing unbiased analysis and insight to meet there dreams. We take no commissions or other fees from third parties.  We feel that this is the best format in order to minimize potential conflicts of interest. The process we utilize in providing financial planning services is both structured and flexible.  It is structured to ensure that all areas of financial planning are systematically addressed with each client where applicable.  It is also flexible in that every client is unique in his or her goals, objectives and financial situation.  In addition, we provide each client with a substantial amount of correspondence and documentation of issues covered and recommendations made so that he or she has a record of all substantive discussions. Our service is comprehensive and we welcome you to take a tour of the scope of service memorandum by hitting the "service" link. Our counselors will have at a minimum a JD or MBA with a minimum of seven years of experience counseling clients.  This insures that you will not be given a junior counselor like many organizations practice.  In addition, we require a minimum of 40 hours of continuing education and have a formal quality control process that evaluates the performance of the Counselor. The best guide on the quality of the organization is not what we say but what our clients say about us.  We invite you to visit the testimonial section of the web site.