Services
Our process is designed to be highly targeted and effective –it has been refined based on experiences with several families and small businesses. Our first consult is typically 15 – 30 mins long. We ask the client a set of 10 – 20 questions to determine key areas of the financial planning that are top of mind for you. After our consult, we develop a highly customized approach for every client.
Wealth
Management
Tax & Risk Planning, Custom Investing, Legacy
Drive more personal wealth to you.
Investment
Management
Custom Strategies, Diversification, Rebalancing & Tax Loss Harvesting
Custom Investing with tax advantaged and rebalancing strategies.
Risk
Management
Property & Casualty, Life Insurance, Long-term Care & Disability Insurance
Make insurance premiums work harder for you.
Employee
Benefits
Owner / Executive Compensation, Retirement Plans, Health insurance, Employee Group & Voluntary Benefits
Boost Employee Satisfaction at a Lower Cost.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
vijay@egwllc.com | 917.969.2995