Private Client Wealth Services
Private Client Wealth Asset Management
Six-Month Test Drive: New Private Clients with a minimum investment of $500,000 may try EB Financial Planning’s Investment Advisory Services without being billed for Advisory Fees for up to 180 calendar days. Please click on the link for complete details.
*RETIREMENT LIFESTYLE
CONTINUATION STRATEGIES
*ESTATE PLANNING
*TRUST & INDIVIDUAL WEALTH MANAGEMENT
*GIFTING AND LEGACY PLANNING
*BUSINESS CONTINUATION PLANNING
EB Financial Planning 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, etc). 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.
how we may be of service.