120+
2016
Founded by transformation experts who deliver Processes, Performance and Profit
Delivering the Full Spectrum of Business Transformation Services
We Listen, Think Independently, Advise & Take Action
Clarity First
We keep things simple, clear, and focused. No jargon — just smart solutions that work.
You Come First
Every business is different. We listen, understand your goals, and build what fits you best.
Built-In Control
We design strong processes and systems that reduce risk, boost trust, and keep you in control.
Real Expertise, Real Results
From ERP to KPIs, our expert team turns ideas into action — and action into measurable success.
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
Conceptik transformed our outdated systems into an integrated ERP platform that connects every department. Their team handled everything—from blueprinting to user training. We now operate faster, with fewer errors and better visibility.
“We lacked performance visibility. Conceptik built custom dashboards and KPIs that gave us real-time clarity. Their insights helped us cut costs, improve team productivity, and make faster decisions.”
We needed a better way to manage leads and track customer engagement. Conceptik delivered a tailored CRM system that aligned with our sales workflow and reporting needs. Their team ensured smooth adoption, and we’ve since seen faster follow-ups and improved customer retention.
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.
