Executive Planning Group, P.A.

COMPANY PROFILE

Executive Planning Group, P.A.

Overview

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. 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.

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Contact Name: Larry Fortenberry

Phone Number: 6019823000

Primary Address

1640 Lelia Drive,, , Mississippi, United States 39216

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Key Facts
Services: Insurance
Founded: 1975
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Executive Planning Group, P.A. - Listing in March 2025

 

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