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.



October 23rd, 2018|0 Comments

We look forward to seeing you at the 2019 Volunteer Leadership Institute in Hawaii this February 5 - [...]

“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