1. [Executive Investments &
Securities, L.L.C.]
Business Plan

2. Mission Statement
VISION ‘ALL THINGS ARE POSSIBLE’
 TO CREATE, INNOVATIVE, AND
DEVELOP A PRIVITE LENDING
COMPANY THAT WILL BENEFIT
CONSUMERS AND SOCIETY AND
BE DRIVEN BY THE PURPOSE OF
MARKET STABILITY,
SUSTAINABILITY AND
EXEMPLEMRY CUSTOMER

3. The Team
CEO CHRIS MOLL.
 VP/SALES MANAGER AL MOLL
 ADMINISTRATOR EVELYN MOLL
 40+ YEARS SALES AND MANAGEMENT EXPERIENCE
BACKROUND & ACHIEVEMENTS
Chris Moll
 AWARDS Certificate of Excellence 2) Top producer for several prominent financial
institutions 3) New Money club 4)Fast Start Award, 5) Fireball Award. Helped turn
failing branch from ranking of 3400/5000 nationally to 13/5000 nationally. Initiated,
owned, operated, and managed a successful Mortgage division of a mortgage company
in the Midwest. Attained and retained repeat and new clients by developing
relationships, going the extra mile and developing a reputation for being ethical and
providing outstanding customer service. Accomplishments include high profitability,
substantial revenue increases, hiring and training branch employees, incorporating
advanced innovative technology based processing and tracking techniques resulting in
increased production, outstanding customer service, and faster loan turn around times.
Provided clients with more loan programs than competitors and utilized personal
resources to provide customer loyalty and satisfaction. Financial Management
Association member/Publicity Officer. Held & utilized various related Financial
Licenses

4.  Al Moll
 Accomplished Sales Professional holding dozens of awards, in
multiple Industries for recognizable production achievement
 Experienced Business Owner, Operator, and Manager
 Excellent local reputation
 Evelyn Moll
 20+ years administrative in related industry experience

5. Market Summary
 Market: past, present, & future:
 In recent years the real estate market has seen tremendous volatility
resulting in substantial financial losses for many Americans.
 Although there is mixed news, it is thought that the recession is on the
tail end
 Experts predict if monitored and regulated appropriately the market
will recover and prosper during the next 5 years

6. Opportunities
Problems and opportunities:
 It has been more apparent than ever to see how economical conditions and market
fluctuations have contributed devastating financial hardship on Americans. In today’s
market. Foreclosures are reaching an all time high, and many lenders are going
bankrupt.
 In the fast paced buy now pay later economy we live in the majority of consumers have
no financial plan and many lack the resources, credibility, and direction from the proper
experts to purchase a home
 At Executive Investments our lead innovators have developed an unprecedented
Financial Management and Planning software utilizing today’s technology to make it
easier and more efficient for the typical American to properly plan for Financial
Freedom.
 New Innovative Ideas have been are continuing to produce a methodology that will
change today’s corporate operations philosophies and management, with anticipation of
increasing efficiency and job satisfaction by over 200%.

7. Business Concept
TO PROVIDE COMMUNITES AND
BUSINESSES WITH UNPRECEDENTED
KEY METHODS & PRODUCTS TO
UNLOCK A GREATER FINANCIAL
FUTURE.

8. Competition
Financial Institutions including Mortgage
Brokers, Hard money lenders, and possibly
correspondent lenders
Our Company Advantages:
More customer options, less risk, improved
value and sustainability of real estate
market value(s), local community
contributions

9. Goals & Objectives
Five-year goals
– 1st year Sales annual target quota 24
– 2nd year Sales annual target quota 48
– 3rd-5th year 20% annual sales increase
– State revenue/profitability objectives

10. Financial Plan
Financial model will be based upon market
demand, competition, and overall
profitability. Pricing will be structured
accordingly to maintain completive pricing
at or below competitive market rates.
Sales plan will be pro forma and discussed
and assessed as needed.

11. Resource Requirements
Technology requirements
Computers/laptops, mobile device
Personnel requirements
Resource requirements
– Financial, distribution, promotion, etc.
External requirements
– Products/services/technology required to be
purchased outside company

12. Risks & Rewards
 Risks
– Losses sustained due to unforeseen market
volatility
 Addressing risk
– Will be addressed and assessed quarterly or as
needed to maintain profitability
 Rewards
 Stimulating locally affiliated businesses, govt. tax
generation, profitability, real estate recoverability,
long term growth, community and charity
involvement

13. Key Issues
 Near term
– Funding and growth to be addressed in other documents
 Long term
– Maintain long term profitability, incorporate
innovation, benefit and contribute to the local
community, grow market share
 Consequences of postponement include lack of
growth, profitability, and tax revenue generation.
 If you are seeking funding, state specifics
 To be determined in accordance with federal, and
state regulations and requirements and addressed
as needed.