Broker Check

About EHG

Our Firm

EHG Financial Planning Services with advisors focused on 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 Primary Purpose

EHG Financial Planning Services examines the key elements of financial planning and carefully considers how they apply to your unique situation. We then provide you with the information, advice and alternatives necessary to make the appropriate decisions about your financial future. There are many potential benefits of this approach; you may enjoy a greater understanding of the choices you make and may be more confident when implementing those choices.

Our Primary Purpose

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

For full disclosures please see our website:

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to help evaluate those opportunities and take advantage when possible.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!