Plan
Prudent process, financial straight talk.
At Excel Financial, we employ a financial planning process, driven by your highest financial interests.
Invest
Investing for a lifetime…yours.
While Wall Street wants you to believe otherwise, investing need not be so stressful. Daily, we are bombarded with market data, projections, and forecasts. There seems to be no end to the many “experts” offering impassioned opinions and ardent calls for action.
Spend & Retire
IRAs, 401(k)s, annuities…Stocks, bonds, real estate…Brokers, bankers, agents…
There are plenty of places to invest your hard-earned wealth. And plenty of intermediaries eager to “assist.” But have you noticed how quiet things get when you’re ready to spend your accumulated assets?
Overview
What does Excel Financial’s Your Business Benefits™ program offer you and your employees?
Imagine offering a benefits program that actually benefits you and your employees. Here’s how we do it.
Breaking the Mold
Our favorite ideas are the ones that seem so obvious, it’s hard to believe nobody thought of them sooner. That’s the idea behind Excel Financial’s Your Business Benefits™.
The Excel Edge
We cultivate the things that matter: for you, for your company, and for your employees.
As an advisor to business owners and individual investors, independence is our calling card.
Intentional Wealth
Business owners want to offer outstanding benefits programs that are safe and easy to manage, and attract and retain top talent. Employees want to provide for themselves, and build toward their ideal retirement.
For this, you and your employees deserve more than a one-off meeting, a take-home brochure, and an overwhelming list of “DIY” investments.
