Executive Benefits Financial Group: About Us

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Journey With Us Towards Your financial Independence

Executive Benefits Financial Group is dedicated to helping individuals and businesses build their financial futures. We focus primarily on two (2) core business platforms: the accumulation and preservation of personal wealth for our individual clients and the design and implementation of corporate executive benefits for our corporate clients.

Our individual planning is comprised of asset planning, accumulation, preservation, and transferring to the next generation. We incorporate proper asset allocation and investment and risk planning in the event of a premature death or a disability. We focus on general estate planning techniques that are typically funded with life insurance or other financial products and involve a coordinated effort with a client's attorney and accountant.

Our executive benefits business is comprised of non-qualified, qualified, and group benefits. Our corporate clients are primarily closely held family businesses that look to us to help design unique benefits to retain their key executives.

Guiding Your Investment Choices

We take great care and pride in overseeing our clients’ investments. We strive to ensure our clients’ investment objectives are met.

Develop a Custom Financial Plan

We work with clients to create a comprehensive and holistic plan to identify and obtain goals while adjusting for life’s anticipated changes. Cash flow, budgeting, savings, and planning for retirement. We look to effectively manage taxes and mitigate risk.

Life Insurance Planning

We use life insurance in both traditional and non-traditional strategies to solve the evolving needs of our clients. As needed, we use life insurance to create wealth, preserve wealth, and transfer wealth to the next generation.

Retirement Planning

Based on the client’s objectives, the primary goal is to provide sufficient retirement income while projecting sufficient asset growth and preservation.

Estate Planning

We assist our clients with wealth creation, preservation, and transferring wealth to the next generation. We carefully examine efficient tax planning strategies to include titling of assets, wills, trusts, and both state and federal estate taxes.

Saving For College

There are many different approaches to save for college expenses. We closely examine 529 Plans, gifting strategies from grandparents, and non-traditional funding.

Executive Benefits

Our niche is providing non-qualified deferred compensation plans to retain key personnel. These plans include deferrals, defined contribution, and defined benefit. We also provide 401K Plans and group health, life, disability, etc. plans.

30+ years in Business

Our firm is located in Philadelphia, PA and our clients are located throughout the United States.

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Our Mission

Provide innovative and practical financial programs for our valued clients.

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We Want to Get to Know You

Dedicated to helping individuals and businesses build their financial futures.

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