Face Your Financial Future With CONFIDENCE

Custom Diversified Portfolios, Highly Tax-Efficient, Based on Nobel Prize-Winning Financial Research Paired With White Glove Personal Advice.

 

FREE Dimensional Report "Putting Financial Science to Work for You" Schedule a call

Our Globally Diversified Portfolios

Click below

DFA
Aggressive
Growth Global
100
DFA
Aggressive
Growth Global
90/10
DFA
Growth Global
80/20
DFA
Growth Global
70/30
DFA
Growth Global
60/40
DFA
Balanced Global
50/50
DFA
Moderate Global
40/60
DFA
Conservative
Global 30/70

 Learn How Investing Based On Financial Science Is The Path To Financial Freedom.

Our Clear Advantage 

Using Dimensional Fund Advisors, we build strong, low-cost portfolios based on disciplined, reality-tested principles. Executive Planning builds portfolios based on the science of capital markets. We help investors pursue higher expected returns using a dynamic implementation process that integrates Nobel Prize winning research, portfolio design, portfolio management and tax efficient trading.

 

The idea behind Dimensional Funds  was to create portfolios less susceptible to sharp decline, driven by the Fama / French school of concepts low cost index funds, naïve asset allocation and smart indexing. The result is our collection of portfolios that allows the investor the highest possible return at any given level of risk. Trying to time the market is rarely successful, “buy and hold” offers far better results.

Most wealth management firms don’t talk much about fees, and sadly, many clients don’t even understand what they are paying. We believe you need to know exactly what you are paying and why. Over time, fees matter. Overpaying for services can eat into your savings.

 

Getting Started with Executive Planning is a Simple Three-Step Process

Step 1

Simply contact us to discuss your individual needs and we help you select the DFA Portfolio that meets your investment objective Discuss your Needs 

 

Step 2

Whether you’re looking to open an  Individual, IRA, Roth, SEP, Trust or Joint account, please fill out the form below. Your new Executive Planning representative will give you a call to help you open an account, or you may simply complete our online application and complete the process yourself.
Open Account with Investment Advisor 

Open Account Online
Step 3

Fund your Account via Bank Transfer, Wire or Account Transfer then Sit Back, Relax and Enjoy Life. Let markets work for you by taking advantage of sensible, well-diversified, low-cost portfolios backed by decades of research and practical experience. You always have access to your Investment portfolios via our online portal 24/7

 

Executive Planning is a
Registered Investment Advisor

As a Registered Investment Advisor, we are independent and are proud to be different from the typical Wall Street firm or retail financial business. Our business model is straightforward, transparent and seeks to eliminate conflicts of interest. We work in the best interest of our clients at all times.

Open Account Schedule a call

 

              Trusted Security

 

Our Custodian is TD Ameritrade Institutional. TD Institutional provides investing and trading services to over 6 million accounts that total over $600 Billion in assets.

TD Ameritrade Institutional Is FDIC Insured and SIPC Protected

Open Account Schedule a call

Our Globally Diversified Portfolios

Click below

DFA
Aggressive
Growth Global
100
DFA
Aggressive
Growth Global
90/10
DFA
Growth Global
80/20
DFA
Growth Global
70/30
DFA
Growth Global
60/40
DFA
Balanced Global
50/50
DFA
Moderate Global
40/60
DFA
Conservative
Global 30/70
DFA
Preservation
Global 20/80