The Executive Planning Group's experience has developed over time to form core principles, principles that we maintain as unwavering standards for the work we perform for you.
Here are the principles that guide our practice:
Consistent Client Oriented Focus
We understand that you generally want to retain control and accessibility to your assets while maintaining the flexibility to make changes to meet future uncertainties.
Commitment to Professional Knowledge
We are dedicated to remaining abreast of the concepts, trends, and products within the financial and management industries that help us to design a strategy tailored to your unique needs.
We believe that you are served best by a focused team of experts, each with a depth of professional knowledge in an area critical to your need. To that end, The Executive Planning Group contains an ensemble of professionals with expertise ranging from wealth accumulation and management, through business leadership management and transition, to wealth and business transfer. When our team is expanded and augmented by your attorney and accountant we collectively provide you with a powerful and valuable resource over the long term.
Timely and Accurate Service and Response
Our clients are busy people, and they are important to us. If you call, you deserve a response that same business day. Our staff is part of our team and is equally dedicated to providing you with accurate and rapid answers to your questions. Further, we provide proactive information critical to your needs as we understand those needs to be.
Website CRN # 202103-244161