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MENUAbout TeamMissionAbout LPL FinancialBlogEWM VideosChoose Us Prospective ClientsAffiliationsResources Form ADV Part 2AUseful LinksRetirementEstateInvestmentTaxMoneyLifestyleGlossaryTax ResourcesPublications Model Week WorksheetExecutive Wealth NewslettersRetirement ConcernsAccount AccessContactIntroduction to Executive Wealth ManagementClick to hear from our President and Founder Jeff C. Johnson as he explains Executive Wealth Management’s Three Pillar Approach and how it helps our clients pursue “Financial Confidence.”Learn MoreEducationBy teaching, writing books and giving professional and continuing education presentations, we provide our clients and community with valuable financial advice and education to help them make sound financial decisions.Learn MoreInsightInsight is the foundation of our Wealth Management process. Years of experience in the financial industry help our advisors gain insight into clients' financial situations to help clients work toward achieving their goals.Learn MoreExperienceThe advisors in our office combine over 125 years of experience in the financial industry. Their collaboration helps set Executive Wealth Management apart from the rest.Learn More Our firm, founded in 2004, is built on the strong desire to provide a high level of thinking and planning for successful individuals who envision a bigger and better future for themselves and the important people in their lives. Our advisors combine over 125 years of experience to provide you with the education and insight needed to make sound financial decisions for yourself and your loved ones.While our consultants have broad access to investments, research and financial products through their affiliation with LPL Financial, we are not employees of a large corporation. Rather, we work for and are paid by you and are able to consider your situation in an unbiased manner.As our firm name implies, we serve as an Executive coach and advisor working for you. Helpful ContentPutting a Price Tag On Your HealthBeing healthy not only makes you feel good, it may also help you financially.Do You Feel Lucky?Recent changes in estate tax laws could affect the strategy you have in place.Charitable Giving: Smart from the HeartDo you have causes that you want to support with donations? Here are three tips. ArticlesCalculatorsPresentationsVideosU.S. Personal Savings RateWhat can be learned from the savings rate?TIPS for InflationIf you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.Keeping Good Records is Good BusinessMaintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.Asset AllocationConsider how your assets
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