Skip to content
Executive Financial Planning GroupExecutive Financial Planning Group
  • Home
  • Our Team
    • Our Team
    • Katie Parkins
    • John Williams
    • Kelli Popp
    • Dawn Braun
    • Matthew Wolff
    • Giving Back
    • Mission Statement
    • About Raymond James
    • Our designations
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Corporations
    • Corporate Retirement Plans
    • Foundations Endowments and Nonprofits
  • Capabilities
    • Capabilities
    • Business Planning
    • Education Planning
    • Financial Planning
    • Investment Strategies
    • Sustainable Investing
    • Corporate Retirement Plans Consulting
  • News and Resources
    • News and Resources
    • Commentary and Insights
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Subscribe to our Insights
  • Contact Us
    • Contact Us
    • Introduce Us
    • Event RSVP
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Executive Financial Planning Group
    3515 E 96th St Indianapolis, IN 46240-1426 T: 317.564.9605 TF: 855.564.9605 F: 317.564.8810
    Map and Directions Map and Directions
Executive Financial Planning GroupExecutive Financial Planning Group
Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us

Let’s build something meaningful together

Executive Financial Planning GroupExecutive Financial Planning Group
  • 3515 E 96th St Indianapolis, IN 46240-1426
  • T: 317.564.9605
  • TF: 855.564.9605
  • F: 317.564.8810
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Executive Financial Planning Group and Williams Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2025 Raymond James Financial, Inc.