We understand it is difficult to compare the services and qualifications of different financial planning firms and advisors. For this reason we have provided a consolidated list of our most unique attributes that we believe set us apart from the rest.
- We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with an obligation to do what is in the best interest of that company).
- Our firm is made up of individuals holding university
degrees specifically in financial planning. Members of
E&G also hold the most prestigious credentials in the
investment and financial planning profession, including
Ph.D., CFP®, CRC®, and CPA - we are one of the most highly
educated and credentialed firms in the country.
We do NOT accept commissions or any third party referral
fees for recommending or selling investment and insurance
products. This absolves us from an inherent conflict of
interest to which the vast majority of financial advisors
are subject. Clients receive only objective, unbiased
advice from us.
We use a holistic approach to investment management and
financial planning, continually integrating the latest
research and evidence-based strategies into our clients'
We provide a personalized approach to financial planning
and investment management, and measure our own success by
our clients' success in achieving their goals in
As a truly independent firm, we have access to the
entire marketplace of investments, allowing us to invest our
clients' money in the best mutual funds and exchange traded
funds in the world.
We foster life-long relationships with our clients and
always remain committed to adjusting their financial plan
as their goals and circumstances in life evolve.
We utilize research-based, disciplined investment
strategies and strive for long-term rates of return that
will allow our clients to meet their goals, while
minimizing risk as much as is possible.
- Our Client Service Commitment.