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Text Content

 * 1864 Route 70 East, Cherry Hill, New Jersey 08003
 * (856) 424-0067

 * About Us
 * Services
   * Life Insurance
   * Estate Planning
   * Individual Solutions
   * Financial Planning
   * Investment Planning
   * Retirement Planning
 * Mind Games
 * Our Thoughts
   * The Virtue of Slowing Down
   * The Markets
   * Sometimes We Just Get Lucky
   * WHAT’S YOUR NUMBER?
   * SIMPLE, YET DIFFICULT
   * WHEN SMART MONEY ISN’T SO SMART
   * WHAT’S NOT GOING TO CHANGE
   * A Reliable 2019 Forecast
 * Articles
   * Why Purchase Life Insurance
   * You Get What You Pay For
   * History of the Federal Estate Tax
   * Paying Estate Taxes
   * A New Chapter for Retirement
   * Living Trusts
   * Sometimes We Just Get Lucky
   * WHAT’S YOUR NUMBER?
   * The Markets
   * SIMPLE, YET DIFFICULT
   * Strategic Ignorance
   * WHEN SMART MONEY ISN’T SO SMART
   * WHAT’S NOT GOING TO CHANGE
 * Zoom Meetings
 * Contact
   * Account View

 * About Us
 * Services
   * Life Insurance
   * Estate Planning
   * Individual Solutions
   * Financial Planning
   * Investment Planning
   * Retirement Planning
 * Mind Games
 * Our Thoughts
   * The Virtue of Slowing Down
   * The Markets
   * Sometimes We Just Get Lucky
   * WHAT’S YOUR NUMBER?
   * SIMPLE, YET DIFFICULT
   * WHEN SMART MONEY ISN’T SO SMART
   * WHAT’S NOT GOING TO CHANGE
   * A Reliable 2019 Forecast
 * Articles
   * Why Purchase Life Insurance
   * You Get What You Pay For
   * History of the Federal Estate Tax
   * Paying Estate Taxes
   * A New Chapter for Retirement
   * Living Trusts
   * Sometimes We Just Get Lucky
   * WHAT’S YOUR NUMBER?
   * The Markets
   * SIMPLE, YET DIFFICULT
   * Strategic Ignorance
   * WHEN SMART MONEY ISN’T SO SMART
   * WHAT’S NOT GOING TO CHANGE
 * Zoom Meetings
 * Contact
   * Account View

   
 * Take the first step toward financial independence.
   
 * Retirement Planning that fulfills dreams.
   We Specializing in..
   Retirement is more than a dream. It is a documented plan that
   the professionals at Executive Financial Group turn into reality.
   
   
 * Comprehensive Review of all Life Insurance and Annuity Products
   Life Insurance Planning
   Life insurance can provide a timely death benefit, in cash,
   that can be used to pay estate taxes and other costs.
   
 * Wealth Management for individuals, small businesses and corporations.
   Investment Planning
   Award Winning Portfolio Management and financial planning that focuses on
   your goals.
   Planning and Advisement for all stages of life.
   
   
 * Comprehensive Planning
   Our comprehensive planning services
   provide a more in-depth analysis of your
   financial situation.








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.



SUPPORT 24/7



OUR FOUNDER


MICHAEL ROSEN

Philadelphia Magazine 2013 & 2014 Five Star Wealth Manager





TAKE THE FIRST STEP TOWARD FINANCIAL INDEPENDENCE.

complete the following form and we will respond within two business days.

Life InsuranceEstate PlanningIndividual SolutionsFinancial PlanningInvestment
planningRetirement Planning







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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.

 

Learn More



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.

 

Learn More



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.

 

Learn More



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.

Learn More



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.

 

Learn More


THE 9 HABITS OF SUCCESSFUL INVESTORS


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WE HELP BUSINESS OWNERS

Whether it be a small business, a large business or somewhere in between, we are
available and prepared to help get the answers to even the toughest business
issues. EFG is ready to assist business owners whether it be Employee Retirement
Plans, Insurance or Tax Planning issues or questions. EFG maintains our
relationships with well respected experts in such fields as law, taxation and
accounting. Our goal for our clients is to identify the needs, questions and
issues of business owners and answer them efficiently and correctly the first
time.

Securities Offered Through
LPL Financial, Member FINRA/SIPC

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