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
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It's important to make sure your retirement strategy anticipates health-care expenses.
Purchasing homeowners insurance is critical for protecting your home.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.