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EBFP will assist you to identify and implement the plan of action necessary to reach your financial goals. The process is like a visit to your Doctor. Before any investments are discussed we take the time to ask questions that aid in assessing your financial picture. Only after an assessment has been made would we prescribe a solution. For example, “Everybody needs X amount of dollars by a given date for a specific financial goal (Ex. 1st day of retirement, college, death). We help you find that number and work backwards to break it down to indicate what you should be saving monthly and what you should be earning yearly”. In this manner, you receive a road map to gauge the progress toward your financial goals. This road map is reviewed periodically to avoid any surprises.


  • RETIREMENT LIFESTYLE CONTINUATION STRATEGIES
  • EDUCATION FUNDING SOLUTIONS
  • ESTATE PLANNING TO MINIMIZE TAXES
  • TRUST & INDIVIDUAL WEALTH MANAGEMENT
  • GIFTING AND LEGACY PLANNING