Our Family Works Together to Help Yours

E.F.S. Group's financial professionals provide comprehensive financial guidance and support to clients throughout the region. Marc. A. Geels, CFP* and Dr. Don Heilbuth together have more than 40 years of experience helping their clients manage their financial matters.

Marc has a Bachelor of Arts Degree in Business and Accounting from Dordt College and holds the CERTIFIED FINANCIAL PLANNER practitioner designation. Dr. Heilbuth has a Doctorate of Education in Adult and Higher Education, a Master of Arts Degree in Counseling, Guidance and Personal Services, and a Bachelor of Science Degree in Business Administration and Psychology.

Together we provide comprehensive financial advice developed specifically to help you meet your financial needs. We offer a wide-range of investments, along with retirement, estate strategies and business planning services. E.F.S.Group supports your life insurance, annuity, long-term care insurance and Medicare needs. As independent financial advisor representatives, the firm has over $100 Million under advisement.

We further distinguish our practice by prioritizing the following:

• Thoroughness-Because we work with an experienced team of Wealth Management professionals our goal is to anticipate your financial challenges and address them effectively and efficiently.
  
  
• Convenience-By centralizing the Wealth Management process, you may be able to spend less time thinking about your financial affairs and more time doing what you love to do.
  
  
• Discretion-In order to offer you maximum protection, we exercise a high degree of discretion in all aspects of our work. We protect and preserve your confidentiality.
  
  
• Value-Consolidating financial services through E.F.S. Group may help you reduce your retirement costs through more strategic, comprehensive planning.
  
  
• Independence - We are INDEPENDENT...representing you, not any particular company.

E.F.S. Group's Mission is to provide the highest quality financial advice and investment management with integrity and superior ongoing service to our clients. 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 will have done the right thing.