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Welcome to Eley-Graham Financial Advisory Services

Your Retirement Ticket®

The roots of Eley-Graham Financial Advisory Services began in 1958 when Paul Eley started his insurance advisory business. He was on the cutting edge of the financial planning industry.

As the industry evolved, Richard (Rich) Graham joined Paul in 1981. In 1982, Paul and Rich formed their partnership and created Eley-Graham Advisory Corporation, which is a fee-based, financial planning and advisory business.  

Paul Eley retired in 1994, at which time Rich became the owner of Eley-Graham Financial Advisory Services (EGFAS) and Eley-Graham Advisory Corporation.

Today, Rich and his Advisory Team serve the financial and retirement planning needs of individuals, families, and small business owners. The staff at EGFAS includes Certified Financial Planning Professionals™ as well as registered and licensed professionals to assist the complex needs of our clients.

Eley-Graham Financial Advisory Services offers individuals and their families a process and system called “The Retirement Express” – Your Retirement Ticket®.  Everything that we do in the area of financial and retirement planning comes out of this process.

“The Retirement Express” is Your Retirement Ticket® to financial independence. It includes six stations:

The Destination Station - Goals and Objectives

The Education Coupler - Education Planning

The Income Engineer - Retirement Income Planning

The Asset Allocation Line - Investment Strategies/Portfolio Design

The Insurance Protection Track - Life, Health, Home/Auto, Long-Term Care, etc.

The Financial Conductor - Estate Planning

By visiting the six stations, we help our clients determine how to accumulate their assets, create income for retirement, help preserve those assets and, ultimately, distribute those assets to their loved ones.

“The Retirement Express” and Your Retirement Ticket® bring all the tools together in one continuous process to help individuals achieve financial independence throughout their lifetimes.

Throughout history, we have developed long-term, mutually-beneficial relationships built on the highest levels of trust, integrity, and service. In so doing, we have created relationships that, like our company, endure over time.  We look forward to developing this kind of relationship with you and your loved ones.

Paul Eley and Richard Graham at Paul Eley’s retirement party and building dedication in 1994

Paul Eley (10/19/1917 – 11/06/2006) & Rich Graham

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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