Philadelphia Magazine 2013 & 2014 Five Star Wealth Manager
In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.
Retirement planning is complex and challenging, especially with the regulatory hurdles of the current marketplace. EFG is a group of dedicated specialists focused on helping you ensure that your retirement is as smooth and successful as possible.
Our goal is to help you grow and preserve your assets. While portfolio performance depends on many factors, our strategy seeks to minimize volatility while pursuing long-term growth. We apply proper diversification to your portfolio consistent with your investment objectives.
Annuities continue to be one of the most popular choices for those looking for a solid and steady income when they retire. While there are numerous options available for those who want to save for retirement, annuities are a great choice for those who want to know where their money is going and what it’s going to pay when they’re finally ready to settle down.
EFG provides employers with long-term value by striving to deliver the best health coverage options at the best rates available.
Help protect one of your most valuable assets – your income – from unexpected events through long-term care, disability and critical illness insurance.