Is your financial plan some cookie-cutter plan developed by a wall street investment bank? Is it meant to serve you specifically? Do you even understand it?
The unfortunate reality is that most financial plans are developed by large investment firms with a sub goal of selling you a cafe of unoriginal and over-priced products.
Our Wealth Preservation Approach
At E2i Financial Group, the wealth preservation planning process starts with getting to know our client's current financial situation in great detail. From there, we create plans to protect each asset base in a unique way. Whether it's portfolio risk, creditor risk, or tax risk, we ensure that each is accounted for to ensure no asset is unjustly or needlessly taken. Most investors for instance wouldn't consider the stock market a potential creditor - it was for many during the Great Recession with indexes stealing 50% or more from investor portfolios.
We don't sell products and we don't have insidious broker dealer bosses telling us that we have to meet quotas. Instead, we build portfolios that do one thing - meet our client's investment goals by taking the least amount of risk possible to achieve those goals.
We start by listening to and developing your goals into a personalized plan that creates a very high probability of success. Our top-tier investment managers will be assigned to your portfolio based on the level of risk that makes you comfortable.
Wealth preservation planning is the cornerstone of a sound investment strategy. E2i Financial group knows the pitfalls and stumbling blocks that impede most investors while growing and sustaining wealth.