At Executive Planning, we're specialists in helping real people plan for the future. Not just a
future with a certain number, a future that represents the life you want for you and your family.
We are a fee-based, fiduciary advisory firm, meaning we put your interests first. All our team members are paid a salary, so there's absolutely no incentive to push any products.
We build strong,tax efficient portfolios based on disciplined, reality-tested principles. We help investors pursue higher expected returns using Nobel Prize winning research, portfolio design, portfolio management and tax efficient trading with white glove service.
|Firm Start Year:||2015|
|Name of Custodial Firm:||TD Ameritrade|
|Number of Years with Current Firm:||3|
Bachelors of Business Administration, Finance, Florida Atlantic University. Series 65, Registered Investment Advisor. Founded, Operated and Sold Several Mutli-Million Dollar Companies. Extensive experience in all financial aspects of small/mid sized business. First hand experience working with high net worth individuals and business owners. Experience in real world application of financial management and Retirement Planning.
Financial Planning for Individuals
24/7 online access to your accounts Quarterly reports Monthly reporting of balances Annual meetings, either in person or virtual, at a minimum. Or more often (unlimited) if there are issues that need to be addressed Quick access to us during business hours, by phone or email
The idea behind Dimensional Funds Portfolios was to create portfolios less susceptible to sharp decline, driven by the Fama / French school of concepts low cost index funds, naïve asset allocation and smart indexing. The result is our collection of portfolios that allows the investor the highest possible return at any given level of risk. Trying to time the market is rarely successful, buy and hold offers far better results.
Executive Planning Portfolios are simple to use. Once you are invested with us, we take care of portfolio monitoring, fund selection, trading, and ongoing re- balancing. You can have confidence that your portfolio will continue to adjust to market fluctuations so that it consistently targets your chosen investment objective.
|Boca Raton||Boynton Beach|
|Delray Beach||Fort Lauderdale|
|Lake Worth||Pompano Beach|
|Wellington||West Palm Beach|
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|