A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Upcoming Events

The new tax and financial rules for retirement have changed.
September 25, 2019
11:00a - 12:30p

You are invited to learn about the 7 Systems that determine your Health, Vitality and Longevity • Learn the secrets to having an amazing health transformation. • Special Guest Speaker - author Academy award winner Dr. Pat Luse
September 26, 2019
6:00p - 8:00p

Food Truck Friday! - Coming September 27 11:00am - 1:00pm to the Lowes south parking lot - 5758 Sunnybrook Drive - next to EFS Group Wealth Management. Join us for lunch! Register for door prizes.
September 27, 2019
11:00a - 1:00p

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...

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