“For more than two decades we have been working with clients’ executive benefit and retirement plans for two fundamental reasons: we love what we do, and we believe we are making a significant difference in the lives of those who trust us. We strive to be the best possible resource, remain as accessible and responsive as possible, and have the best interests of our clients in the forefront of all that we do. Always.
Our client retention is evidence of our priorities; 100% of those with whom we have engaged are working with us to this day. When our clients are happy, we know we are doing the right things in the right way. If the “EFG way” fits your interests, we’d be glad to take the time to better understand you and your business at your convenience.”
DAVID EMERY CFP® • Managing Partner