Investment Management

Would you feel comfortable taking your retirement funds to Vegas and betting it all on black? Without the help of a professional, you may be taking on more risk than you need to.

At Executive Financial Group, we pride ourselves on being a fiduciary that is bound by law to act in your best interests when it comes to investing. We believe transparency and an unbiased opinion are crucial elements to a successful investment plan, and being fee-based allows us to focus on your best interests.

A lot of advisors are quick to tell you how great an investment is when the markets are doing well but are rarely heard from when the shoe is on the other foot and your investments are going south. We believe it is important to paint a full picture when it comes to investing and be upfront about the positives and negatives about all investments. Each one of our clients is unique and deserves more than the average management.

“Everybody is in the same boat” when things in the market aren’t so positive. It is important to understand that investments should only be used to support strategies within a financial plan. Money that will be used to supplement our retirement income in five years should be invested differently than money that will be used in 15 or 20 years.

Our investment management services are highly customized based on your return objectives, risk aversion, tax status of your accounts, and your overall financial goals. We firmly believe that investment returns should be measured for consistency and that added protection from market losses is crucial to long-term performance of your portfolio.

To talk more with our team and to download your copy of “7 Realities of RMDs,” fill out the form below.