Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Share |

Related Content

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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, RICP®, 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™

Cari loves the fast pace environment at EFS Group and helping clients learn about their services and offerings.

Toby Horsley

A Lawton, Iowa native, Toby joined EFS Group Wealth Management after completing his internship with them in the summer of 2019. Toby graduated from Mount Marty University in December 2019 with a degree in accounting and a minor in...

Office:	(712) 224-4651
Office:	(605) 453-2304

Exit Strategies of the Rich and Famous

FREE GUIDE: THE SECURE ACT

Related Content