Services
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