Our Services

We believe in a customized financial planning and we will walk you through a step-by-step process to determine which services are appropriate for your needs.  At EAG we do not believe in a “one size fits all” approach and we spend a lot of time researching your individual situation. 

 

 

 

Some of our products and services include:

• Investment advice
• Third party asset management
• Retirement income strategies
• Estate preservation and transfer
• Social Security planning
• Medicare planning
• College funding
• Life insurance
• IRA Planning
• Long-term care planning
• Creating a financial plan