120+
2016
Financial education and protection strategies to help you navigate your financial future with confidence.
POSITION
PROTECT
Our purpose is clear—empowering clients to streamline, protect, and grow the wealth they've diligently built.
PERPETUATE
We help you realize your vision while building lasting confidence and peace of mind throughout your financial journey.
Education. Protection. Impact
These principles guide every strategy we build and every relationship we nurture.
Financial Protection
Explore life insurance and protection strategies designed around your individual circumstances.
Retirement Education
Learn about retirement concepts, risks, and strategies that may support your long-term goals.
Financial Education
We make complex financial topics easier to understand so you can ask better questions.
Family & Legacy
Think intentionally about protection, beneficiaries, family security, and the legacy you want to leave.
Allen Dunn & Jay Dunn
These principles guide every strategy we build and every relationship we nurture.
Education. Protection. Impact.
Our Mission
Our Mission
Empower individuals and families through understandable financial education and protection strategies.
Our Approach
Listen first, educate clearly, and help you understand your available options.
Our Commitment
Integrity, transparency, respect, and service are at the heart of how we work.
Our Impact
When families are better prepared, they can move forward with greater confidence.
Let’s Start a Conversation
Every financial journey is unique. Let’s explore yours.
We’re here to answer your questions, provide clarity, and help you take the next step with confidence.
Integrity
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Client Focus
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Risk Resilience
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Expertise
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
You’ll Know What
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Hear Directly
From Finovate Experts
Financial Planing FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
Let's Start a Conversation
Every financial journey is unique. Let’s explore yours.
Let's Start a Conversation
Every financial journey is unique. Let’s explore yours.
