Private Client Wealth Services


Private Client Wealth Asset Management

image-920210-45265762.jpg


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.

Please let us know via the Inquiry/Contact Us link
how we may be of service.