A Benifits Advisory and Financial Planning Firm

Executive Compensation Planners, Inc., is a Financial Planning and Benefits Advisory Firm, which offer the highest quality of financial services and products to our clients.  We exemplify the highest standard of business ethics and integrity while providing a broad range of personalized financial services.

Research Material for Attorneys & CPAs

Risk Assessment Form

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

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Money and the Battle of the Sexes
When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

An ILIT Might Fit
If you are concerned about estate taxes, an ILIT might be the way to go.

Life Insurance Goes to College
Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

Where Will You Roll?
An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

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