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
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
For some, the social impact of investing is just as important as the return, perhaps more important.
“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.
Tips to avoid checking in luggage on your next vacation.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A change in your mindset during retirement may drive changes to your portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Marriage changes everything, including your insurance needs.
The uncertainties we face in retirement can erode our sense of confidence.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.