EXECUTIVE FINANCIAL PLANNING OF BRIGHTON, MICHIGAN CELEBRATES 30th ANNIVERSARY - Local Firm Provides Comprehensive Financial Services in Michigan and Throughout the United States

Sept. 2011 (Brighton, MI) – Executive Financial Planning (EFP) of Brighton, MI announced the celebration of the firm’s 30 year anniversary. Founded in 1981 by Albert P. Herzog, CFP®, ChFC & MBA, incorporated in 1985, and joined by partners Michael Chechel, Investment Advisor Representative of EWM and INVEST in 2007 and Adam Kulesza, CFP®, ChFC in 2005.  EFP and its affiliated registered investment advisory firm, Executive Wealth Management (EWM), facilitate and maintain strategic, professional relationships with multiple financial advisors, certified public accountants (CPAs), as well as estate planning attorneys.

“It has been my pleasure serving our clients, friends and partners for over 30 years in both Southeast Michigan and throughout the country,” said Founder and President of EFP, Bert Herzog. “Our team is an experienced group of strategic professionals and innovative thinkers, and we look forward to advising this generation of clients, and future generations to come, with strong, secure strategies and more hope for greater financial success.”

With over $400,000,000 of assets under management at Executive Financial Planning, guiding clients towards investment goals has been the firm’s premier objective since 1981.  This fee-based, wealth management company utilizes a disciplined, risk adjusted, and timely approach to investing.  Each day EFP utilizes a money management platform, Fortunatus Investments®, by which wealth management strategies are monitored for each client.  Fortunatus Investments enables our advisors to provide an approach to investment management that, along with the Protactical^TM Investment Process, positions investors to take advantage of potential market opportunities yet maintaining the flexibility to make adjustments as needed.

The experienced team at Executive Financial Planning is fully prepared to respond with a wide variety of wealth management strategies; Portfolio Management, Retirement, Estate and College Planning Strategies, 401K and Retirement Plan Recommendations and Tracking, Company Benefit Analysis, Income Tax Planning and Overall Tax Management Strategies, Long Term Care Insurance and Life Insurance.

For more information on Executive Financial Planning (EFP), please visit www.efpadvisors.com or call us today at 810-229-6446.