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How We Work

We specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our advisors at EHG Financial Planning Services offer 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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 949-474-4441