The Executive Planning Group

Is a team that draws from backgrounds in comprehensive financial planning, estate planning and wealth transfer, business succession planning, and executive benefits. The partners and their professional support staff help develop and implement solutions for your financial needs and provide periodic reviews of the results.

Our team is particularly adept in addressing the unique needs of business owners, physicians, and executives.  We use a multi-disciplinary approach and work with your other advisors to provide you with comprehensive financial solutions.

Teamwork to EPG is not just a word.  It is a way of thinking and working together to bring excellence to our clients.  It means we collectively place your welfare above our own.  It means we are team players, yet stand ready to lead your financial planning team when appropriate to help achieve your objectives.  It means we seek out opportunities to work with your other trusted advisors such as attorneys and accountants to produce innovative solutions.  It means we will endeavor to find winning solutions for you.

Website: CRN 201205-131434