To EFP, it is not about how much money you make that counts, it's how much you keep!

 Welcome to Executive Financial Planning, A firm deeply rooted in client service and proactive financial management.

Success in the financial planning business doesn't come about by accident.  It takes a combination of hard work, keen knowledge and profound insight.  In that respect, Executive Financial Planning (EFP) is similar to other successful firms.  But when you look at the whole picture, you will see the EFP difference:  personalized client service.

Executive Wealth Management a fee-based registered investment advisory firm which also does business as Executive Financial Planning.  What sets us apart is the high standards we uphold for ourselves.  "A major part of the EFP difference is that we strive to have 100 contacts or 'touches,' per year with each and every client," says Albert Herzog, president of EFP.  "Whether it's a weekly email newsletter, a quarterly review, a monthly report, an EFP event, or a periodic phone update, we stay in touch, keeping our clients informed about the markets and their accounts, and letting them know we're always available should any need arise."

Our management team, Bert Herzog, Mike Chechel, Adam Kulesza, Aleia Jackson, and EFP staff, has taken a holistic approach towards client relations for the last 30 years. EFP is not just involved with financial planning, but to some extent, life planning.  We use our connections to plug clients into other specialists they may need, such as benefits specialists, estate planners, CPA's, insurance professionals, or trust planners.  "We really enjoy being part of our clients' lives in every circumstance," says Herzog.  "We are focused on their future and make a positive impact in any way we can.  Because when it comes to financial planning, it's not about how much you make that counts, it's how much you keep."

Contact us today to see how EFP can make a difference in your financial future.

 Focusing on your Future.