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 |