Sponsoring a Retirement Plan for your Business can Reduce Your Tax Bill while saving for Retirement!
Sponsoring a Retirement Plan for your
Business can Reduce Your Tax Bill
while saving for Retirement.
"Truly Fiduciary Fee-Based Only"
When you do better, so do we.
Our Unique Services
Discover our exclusive fee-based fiduciary services tailored to your financial needs.
(ESOP) Employee Stock Option Exercise Planning
On occasion, employees risk accumulating too
much of their personal assets into their employer’s company listed stock. However, the
employee may want to hold it. By strategically using an "Option Collar", we can construct
a floor and a ceiling on the price of your listed stock. This will provide price predictability and Peace of Mind during the option holding period.
Private Client Wealth Asset Management
Expert Advice regarding Retirement Lifestyle Continuation, Wealth Planning, Education Funding and Estate Planning.
Why Choose EB Financial Planning?
Explore the numerous reasons to trust us for your financial future.
Satisfaction Pledge
If for any reason you are not completely satisfied with our Investment Advisory Asset Management Service, we will waive your subsequent Quarterly Fee.
Unbiased Fee-Based Only
Transparent, commission-free pricing for peace of mind.
A+ Rated by the (BBB) Better Business Bureau since June 2015
Environmental Social Governance (ESG) Investing Portfolios Available
EB Financial Planning will use its best efforts to screen for Companies that are behaving as good stewards of the environment, animal rights, consumer protections and civil rights.
Let Us Earn Your Trust. Take our Asset Management Services for a One Year Test Drive.
New Private Clients with a minimum investment of $500,000 may try our Investment Advisory Services, without being billed, for up to a Year. You can transfer your account prior to the 365th day and pay no Investment Advisory Fees*. When you are satisfied, your account will be billed on the 366th calendar day for Investment Advisory services rendered since inception.
Frequently Asked Questions
Find answers to common questions about our fiduciary services.
What does fiduciary duty mean?
Fiduciary duty means acting in your best interest at all times, ensuring trust and transparency in our relationship.
What are fee-based services?
Our fee-based services mean you pay only for advice, without hidden commissions that could conflict with your goals.
Can I schedule an appointment?
Yes, appointments can be scheduled by calling us at 201-244-1414 or emailing Info@877Exec.Biz
Where will my Assets be held?
You assets will be held Custody at Charles Schwab & Co Inc.