---
title: Financial Planning and Wealth Preservation | E2i Financial
description: At E2i Financial Group, the wealth preservation planning process starts with getting to know our client's current financial situation in great detail.
---
- [Call Us: (800) 650-4315](tel:(800)%20650-4315)
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[](http://e2ifinancial.com)
- [About Us](https://www.e2ifinancial.com/about)
- Services
- [Annuities](https://www.e2ifinancial.com/annuities)
- [Wealth Preservation](https://www.e2ifinancial.com/wealth-preservation)
- [Portfolio Management](https://www.e2ifinancial.com/portfolio-management)
- [Learning Center](https://www.e2ifinancial.com/blog)
- [Contact](https://www.e2ifinancial.com/contact-us)
- [Private Client Portal](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=DAC836B4D01B26771BAFA8BF8A0E7A52D15FFC84B696333FAB63400BA4029BED&sDestPage=10032)
# E2i Financial Services: Wealth Preservation
### All Services
- [Annuities](https://www.e2ifinancial.com/annuities?hsLang=en)
- [Wealth Preservation](https://www.e2ifinancial.com/wealth-preservation)
- [Portfolio Management](https://www.e2ifinancial.com/portfolio-management?hsLang=en)
- [Your Retirement](https://www.e2ifinancial.com/annuity-guide-download?hsLang=en)
- [Learning Center](https://www.e2ifinancial.com/blog?hsLang=en)
Talk to an adviser: (800) 650-4315
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### Wealth Preservation at E2i Financial Group
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.
### Annuity Wisdom: "Must-Ask" Questions Every Investor Should Know
This free Annuity Wisdom Guide gives you up-to-date advice so you have peace of mind.
[Read The Guide](https://www.e2ifinancial.com/annuity-guide-download?hsLang=en)
### How to Get Started
Find out more about how our advanced planning can provide you exceptional financial results
[Request a Consultation](https://www.e2ifinancial.com/contact-us?hsLang=en)
[](http://e2ifinancial.com)
E2i Financial Group LLC is a fee-only, independent investment advisor. The firm's primary focus is on providing wealth management solutions to closely held business owners and public executives throughout the United States. The Founder and Executive Chairman is Robert Perez, CWPP, a certified wealth preservation planner.
Under his leadership, E2i helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.
©2023 E2i Financial Group LLC. All rights reserved. Investing in stock markets involves the risk of loss.
### Quick Links
- [Home](https://e2ifinancial-4747349.hs-sites.com?hsLang=en)
- [Annuities](https://e2ifinancial-4747349.hs-sites.com/annuities?hsLang=en)
- [Wealth Preservation](https://e2ifinancial-4747349.hs-sites.com/wealth-preservation?hsLang=en)
- [Portfolio Management](https://e2ifinancial-4747349.hs-sites.com/portfolio-management?hsLang=en)
- [Annuity Guide](https://e2ifinancial-4747349.hs-sites.com/annuity-guide-download?hsLang=en)
- [Contact Us](https://e2ifinancial-4747349.hs-sites.com/contact-us?hsLang=en)
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