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