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Professional Services

SERVICES FOR ALL THE STAGES OF YOUR LIFE.

When was the last time you evaluated your entire financial picture? Many investors view their financial plan as simply an investment portfolio. However, financial planning is so much more than investment advice. Working on an advisory fee basis, rather than only by commission, enables your financial advisor to provide you with a variety of ongoing services.


Take a closer look at the value added services you will receive from EFS Group:


Financial Planning

Investments
Taxes
Mutual Funds
Annuities
Stocks
Bonds
Retirement
Life & Disability
College

Insurance

Life
Health
Medicare
Long Term Care
Disability

Set Up Qualified Plans

SEPs/Simples
401(k)s/403(b)/457
Minimum distribution
IRAs/Simple IRA
Defined Contributions
ESOP

Estate Planning

Living Trusts Accounts
Family Trusts Accounts
Charitable Trusts Accounts
Estate Tax Reduction*
Asset Protection*
Succession Planning*

Additional Value-Added Services

Prepare a financial plan

Explain a financial plan

Help implement a financial plan

Review and analyze your financial position

Prepare asset allocation

Prepare product information

Facilitate movement of assets

Process transactions

Review statements

Monitor product performance

Provide tax projections*

Write letters on your behalf

Assist with IRS correspondence*

Consult with your employer regarding benefits

Consult with your attorney, tax preparer and insurance agent

Preview presentations from financial salespeople

Balance your accounts (for accuracy)

Assist in developing an investment policy

Provide ongoing financial education