EFG Financial
About
You have better things to do with your time than worry about the constant bouncing ball of the financial markets. You need financial security and growth, but financial investments should serve the important things in your life, not crowd them out.
That’s why EFG Financial makes your financial success our priority. We give you the guidance that you need, while also allowing you the control over your finances that you deserve. Our approach is:
Conservative: Investing with us is financially smart,sensible and secure, it reduces, and minimizes market loses while growing your portfolio safely and securly.
Confident: Trust our expertise and spend your precious time on the things that matter.
Complete: A Fiduciary Advisory Firm dedicated to serving you in every phase of your financial life.
Do you know how all of your assets fit together? IRA’s, 401k’s, 403b’s, TSP’s, Simple IRA’s, Roth IRA’s, Pensions, Social Security, Investment Realestate or any other assets you may own? After the age of 40 you need more than a pie chart of asset classes! You need a real plan for retirement.
Let EFG Financial show you how.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Process for New Clients:
1) Needs analysis of new Client and Asset inventory session
2) Investment Recommendations and "Retire Right" online analysis
3) Lifetime Fiduciary investing relationship
What education and/or training do you have that relates to your work?
SEC Series 65 Fiduciary Licensed
Do you have a standard pricing system for your services? If so, please share the details here.
Fee based, Fiduciary Investment Advice services