Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

What is the #1 Question people ask in Retirement?

Thursday, April 11, 2019

How much money do I need to retire? I'd like to hear what you think.

Marc Geels, CFP®, BFA™ | Monday, March 25, 2019

Are you prepared for unexpected things to occur during retirement?

Risks in retirement?

Tuesday, March 12, 2019

What is one of the most underestimated risks in retirement?

Social Security Tid Bit

Tuesday, February 5, 2019

You don't know what you don't know until you know it. I had a prospective client come in and they had already filed for Social Security. It was clearly going to cost his retirement income a lot of money. He was able to go back and redo...

Smart retirement income strategies

Thursday, January 3, 2019

A retirement income plan should include guaranteed income, growth potential, and flexibility. Plan for a long retirement, inflation, market volatility, and withdraw the right amount from savings to help reduce the chances of running...

Check out EFS Group and their new blog.

Marc Geels, CFP®, BFA™ | Thursday, December 27, 2018

Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your...

Managing Your Lifestyle

Thursday, January 5, 2017

Using smart management to get more of what you want and free up assets to invest. Managing Your Lifestyle

Upcoming Events

During this event, Marc Geels, CFP®, BFA™will offer advice and techniques to those retired, or near retirement.
May 21, 2019
10:30a - 12:00p

The New Tax And Financial Rules Have Changed. Understand the potential impact taxes have on your retirement income.
May 23, 2019
10:30a - 12:00p

Featured Team Member

Marc Geels, CFP®, BFA™

I am committed to you and your family’s prosperity. As a wealth manager, I help successful people, who are approaching retirement or are retired from working, to clarify and realize their financial goals through the unique EFS...

Dr. Don Heilbuth

Dr. Don Heilbuth wants to help you achieve the retirement lifestyle you have always dreamed of. As a wealth manager, he helps successful people who are at, or near, retirement clarify and realize their financial goals through the...

Dana Baldridge, BFA™

Dana Baldridge wants to help you successfully transition into retirement. Contact him today to schedule a Free consultation and financial road map for your retirement strategy.

Bryon Oines, BFA™

I focus on working with successful individuals, and their families, as well as small to mid-sized business owners. I accomplish this by offering my clients access to one of the area’s leading wealth management firms. I complete a...

Rebecca Suhr

I am so excited to be a part of EFS Group. I am able to utilize my 20 years as a licensed insurance agent and my Bachelors of Social Work in a way that leaves me happy and feeling accomplished each and every day. Finding a position...

Cari Kellen, BFA™

I have an extensive background in Marketing with over 22 years of experience. My background with events planning, promotions, advertising campaigns, direct mail and email campaigns and public relations is what I love to utilize at EFS...

Stephanie Drost

I love that I am the key point of contact for our clients and serve as an extension to the EFS Group wealth management team. I have extensive experience in banking and customer service so this is a good fit for me. I am a native of the...

John Lidgett

John Lidgett works to help you build and protect your investments. He knows that everyone’s needs are not identical and creates solutions to fit your individual needs. John understands and helps you walk through all market cycles...

Kari Pruett

I am excited that my primary responsibilities include working with clients and prospects in the operations department. I will ensure that day-to-day operations run smooth while providing an excellent customer service experience to...