An investment strategy with the objective of providing an inflation-adjusted income for life.WWW.EFSGROUP.INCOMEFORLIFEMODEL.COM
About EFS Group
EFS Group's financial professionals provide complete financial guidance and support to clients throughout the region.Read Entire Story
One of the first things we address in the financial plan is a current investment analysis. Why? Because this is the one area where the problems are generally most apparent.Learn More
Our mission is to be indispensable in helping our clients make smart retirement decisions through uncompromising integrity, trust and personalized service. We believe that if we are successful in adding value to our client’s lives in this way, our business will continue to thrive. More importantly, we can help make our client's retirement a reality!
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Important items to consider when purchasing condo insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Try these activities to keep your brain sharp.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.