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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

Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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