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. We take a product agnostic approach, finding services and products that best fit your financial goals.

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:

Investment Management  Financial Planning Protection

Active Management Strategies:

Tactical Asset Allocation

Holistic Financial Plans:

Customized to each individual's unique goals and financial position

Insurance Consultation:

Needs Analysis for Life, Health, Liability, Long Term Care and Disability Insurance

Passive Management Strategies:

Strategic Asset Allocation

Estate Conservation Strategies: 

Consulting grantors, excecutors, beneficiaries and trustees on estate management

Annuity Management:

Savings Allocation and Income Needs Analysis

Tax Management Retirement Planning Other Services

Tax-Advantaged Strategies:

Traditional, and Roth Individual Retirement Accounts

Plan Sponsor Advising:

Consultation services for 401K, 403B, SIMPLE, and SEP

Medicare Consultation:

Plan analysis and review for medicare

Tax-Efficient Strategies:

Exchange Traded Funds, Taxable Gain Mitigation 

Plan Particapant Consultation:

Consultation on contribution rate, investment selection, rollover and withdrawal for defined benefit and defined contribution plans

Social Security Maximization:

Analysis for Social Security withdrawal timing