How We Work
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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Do you know someone who is worried about retirement, has questions about their social security strategy or needs a written financial plan?
Our goal is to help people attain their financial dreams. If you know someone we may be able to help, please pass our information to them or give us a call today! 712-224-4651. We can schedule an appointment and see if we may be able to help them better prepare for their future.
Helpful Content
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?