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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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Four Reasons Millennials Need an Estate Strategy

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.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Investment Risk No One’s Ever Heard Of

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Four Really Good Reasons to Invest

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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Most Overlooked Item of Any Home Improvement

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

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Saving for College 101

Here’s a crash course on saving for college.

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