Our Firm
Our Firm
EHG Financial Planning Services is a fee based firm offering advice to individuals, business owners, professionals, executives and retirees. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities our clients face. At EHG, we possess the qualities required for superior client service; the competency to guide you, and the communication that builds understanding and trust.
Our Qualifications
Advisors at EHG Financial Planning Services have been working with individual clients and businesses since 1990. Our advisors use their extensive personal and professional experience in all areas of financial planning to help people reach their financial goals.
They hold multiple professional designations and are well versed in a number of financial disciplines. Their combined education and experience positions us well to offer broad-based financial advice that our clients can trust.
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 withbeneficiary 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 best policy for you situation
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