Executive Planning Group, P.A. is one of Mississippi’s premier insurance and estate and financial planning firms. Products and services include investments, life insurance, 401k plans, disability income insurance, qualified retirement plans, long term care insurance, critical care insurance, estate planning, individual health insurance and retirement planning and college funding.
OUR MISSION
To provide a range of integrated insurance and financial planning services that protect and enhance the organizational and financial well-being of our clients. To help clients reach their goals by acting not just as consultants, but as partners, advisors and advocates. By combining the expertise within our business and private client services, we are able to help clients achieve maximum efficiency, economy and productivity.
Disclosure: Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. an SEC-registered investment advisor. Executive Planning Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.