Our Services
EMG is an independent boutique registered investment advisory and financial planning firm.
We develop customized financial plans, we will walk you through a step-by-step process that will help make you feel more confident in your financial decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Tax Management
ROTH IRAs
Traditional IRAs
Investment Management
Holistic active management
Low fee passive management
Retirement Strategies
Financial plans
Hourly consultations
Estate Conservation
Trust account management
Executor and Trustee assistence
Insurance and Annuity Products
Whole Life
Term Life
Disability Income
Variable and Fixed annuities