Financial Planning

Whether you are a new or seasoned investor, EXECUTIVE FINANCIAL GROUP will assist you with the insight and objective advice you need to create an effective investment program tailored to your financial needs.

Retirement Solutions

At Executive Financial Group, we assist our clients with customized retirement income planning. We distinguish between the accumulation phase, which requires specific detailed planning and execution, and the distribution phase, which often requires different strategies for planning and execution.

Employee Benefits

Executive Financial Group is dedicated to offering its clients cost effective, quality solutions to the problems associated with providing health and welfare benefits. We have significant experience in the design and implementation of all types of tax qualified retirement plans and non-qualified plans of deferred compensation.

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OUR FOUNDER

Michael Rosen

Philadelphia Magazine 2013 & 2014 Five Star Wealth Manager

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OUR SERVICES

What we bring to you

Life Insurance

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.

 

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Investment Management

Our goal is to help you grow and preserve your assets. While portfolio performance depends on many factors, our strategy seeks to minimize volatility while pursuing long-term growth. We apply proper diversification to your portfolio consistent with your investment objectives.

 

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Health & Welfare Benefits Plans

EFG provides employers with long-term value by striving to deliver the best health coverage options at the best rates available.

 

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Retirement Planning

  • Retirement planning is complex and challenging, especially with the regulatory hurdles of the current marketplace. EFG is a group of dedicated specialists focused on helping you ensure that your retirement is as smooth and successful as possible.

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Annuities

Annuities continue to be one of the most popular choices for those looking for a solid and steady income when they retire. While there are numerous options available for those who want to save for retirement, annuities are a great choice for those who want to know where their money is going and what it’s going to pay when they’re finally ready to settle down.

Disability Insurance

Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance.

 

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