ORGANIZATION AND HISTORY
While we would prefer to spend our energy focused on you, it’s also important for you to know a little about our organization and history.
David Emery, CFP® Managing Partner, has been a leader in the financial planning arena for over 25 years. He formed EFG, a boutique benefits design organization that focuses primarily on credit unions’ qualified and non-qualified retention and retirement plans. We excel at education-based due diligence for Boards in order to design and implement the correct plan for our clients. We utilize the finest administration organizations in order to help assure compliance and accounting standards are exceeded.
We typically adopt five client engagements annually, and each of those is referred to us by current relationships. Our growth goals are client centric and vertical by design; The results of our process are reflected by superior client satisfaction.