Excel Financial is a financial planning and wealth management firm that provides independent advice and financial straight-talk to individual investors and retirement plan/employee benefit programs. We help individuals organize their disparate wealth interests into a cohesive whole, protect and preserve their assets, and achieve their financial goals through durable, evidence-based investing and lifelong income distribution and tax planning. Our team of experienced professionals employs a financial planning process driven by the client's highest financial interests to identify and eliminate any gaps or overlaps in their financial portfolios.
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