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