Jason Dynan
Executive Planning LLC

Tel: (561) 292-0510
6919 SW 18th Street
Suite 200-410
Boca Raton, FL 33443

We Help You Face Your Financial Future With Confidence

Executive Planning LLC | Financial Advisor in Boca Raton ,FL

About Executive Planning LLC

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.


General Information

Firm Start Year:   2015
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   3



Faqs

  • Do you have a customer satisfaction or refund policy? Yes 100% customer satisfaction guaranteed
  • What are your qualifications? What is your education background? 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.
  • What services do you provide? What are your specialties? Executive Planning utilizes a Full Service Approach includes financial assessments, retirement planning, investment management, and practical advice. For families and individual investors, our goal is to help you remove financial stress and implement a retirement strategy. So we help you with all aspects of your financial life which can include: " Investment Management " Individual Retirement Accounts (IRAs) and Roth-IRAs " Non-Qualified Retirement Programs " Retirement Needs Analysis " College Costs Analysis, 401k Rollovers
  • Do you provide a free initial consultation? Yes, We provide a free portfolio review
  • What are your fees for this service? Executive Planning is a fee only Registered Investment Advisor. This allows us to be free from conflicts. Our fixed .50% annual fee is our fee for portfolio management and we have aseprate one time fee for creating a financial plan. We believe separating our fees enables us to lower the cost of investing, keeping your hard earned savings in the market working for you.
see more
Jason Dynan

Jason Dynan


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.

My Services


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


Portfolio Management

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.


Wealth Management

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.


Communities Served

Boca Raton Boynton Beach
Delray Beach Fort Lauderdale
Lake Worth Pompano Beach
Wellington West Palm Beach

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check Purchase Order