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Our Services

Our Services

EHG Financial Planning Services offers independent financial management and advice to individuals and businesses in all areas of financial management, including: 

  • Retirement Planning -
    • Making the most of your employer-sponsored retirement plans and IRAs
    • Determining how much you need to retire comfortably
    • Managing assets before and during retirement
  • Estate Planning -
    • Reviewing your wills and trusts
    • Helping preserve your estate for your intended heirs
    • Helping with beneficiary designations
    • Reducing exposure to estate taxes and probate costs
  • Investment Planning
    • Determining your asset allocation needs
    • Helping you to understand your risk tolerance
    • Recommending the appropriate investment vehicles to help you reach your goals
  • Education Funding
    • Recommending investment and allocation strategies to help you pay for your children's education
  • Risk Management
    • Reviewing existing insurance policies
    • Recommending policy changes when appropriate
    • Finding the most appropriate policy for your situation