Holistic Financial Strategies
At EFS we employ a holistic approach to financial wellness. Our philosophy around secure financial planning consists of identifying our clients needs and goals, helping to educate them on their options and addressing any potential health or longevity concerns. The primary objective will be to assign your money or assets a job.
Long-term growth, capital preservation, access or liquidity, or fixed income could all be options, amongst others.
Whether the goal is to forge the path towards tax freedom, a comfortable retirement, efficient wealth accumulation, or a seamless business succession, EFS has the tools, resources and expertise to take on even the most complex of financial planning opportunities.
Chief Strategy Officer, Tyson Snook, coaches financial professionals on the intricacies of retirement planning, advanced life insurance design, tax diversification, advanced estate conservation and legacy planning at the national level as a paid consultant.