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