All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Excel Financial, LLC, and our staff.  Such opinions reflect the judgment of the author as of the date of publication and are subject to change.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Excel Financial, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Independent Agents.  

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Many insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services, or products found on websites linked hereto.   
The presence of this website shall/should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than legally permitted.

Excel Financial is not engaged in the practice of law or tax preparation and does not provide specific tax or legal advice. Any information contained on this website should not be considered as such. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Excel Financial, LLC, is not affiliated with or endorsed by the Social Security Administration or any government agency.   
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Fi360 owns the certification marks AIF® and Accredited Investment Fiduciary®, which it awards to individuals who successfully complete Fi360’s initial and ongoing certification requirements.

College for Financial Planning, a Kaplan company, owns the CRPS®, Chartered Retirement Plan SpecialistSM and CRPC®, Chartered Retirement Plan CounselorSM marks, which it awards to individuals who successfully complete College for Financial Planning’s initial and ongoing certification requirements.