The staff at EGFAS has Certified Financial Planning Professionals™, Licensed Assistants, and Registered Paraplanners to assist the complex needs of our clients.
Our company’s foundation establishes itself on trust to help give you confidence that we will handle your financial concerns in a professional manner.
Your journey begins with a plan or track that helps define, develop, and implement your the financial objectives. We call this plan “Your Retirement Ticket”® to financial independence.
We take pride in offering what the Certified Financial Planning Board of Standards upholds as “the recognized standard of excellence for personal financial planning.” Together with our menu of Retirement Express Services we offer a comprehensive review of your investment plans, retirement plans, insurance protection, and estate plans. We do this while also incorporating tax reduction strategies.
We regularly schedule meetings to discuss your needs and objectives and deliver a consistent calendar of client appreciation events, educational events, newsletters, tax reports, updates, and articles of current interest. EGFAS stays on top of what is topical so that we can offer our best and most current ideas, suggestions and solutions.
Our office consists of three Certified Financial Planning Professionals™. We have a support staff of nine employees, seven of whom hold licenses or certifications in one or more of the following areas:
- Certified Financial Planning Professional™
- Series 6
- Series 63
- Series 65
- Series 66
- Series 7
- Series 24
- Series 51
- Registed Paraplanner, RP®
- Life and Health Insurance
- Variable Annuity
Please see our staff bios for more information. We look forward to serving you.