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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

EFS Group Wealth Management offers comprehensive written retirement plans to high net worth investors.  We are a holistic financial planning firm that covers investments, taxes, social security and more. We offer proactive portfolio management.  We are a fiduciary and we are committed to finding investment opportunities that are right for you.  We find opportunities for savings and growth that other money managers often overlook. 

Our site is filled with educational videos and articles designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.  Feel free to schedule an appointment with one of our experiences advisors.

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