Who We Are
EIG is a family-owned firm built on core values and grounded in the philosophy of exceptional planning and extraordinary service.
What We Do
We provide a holistic financial planning experience that inspires confidence and growth to guide you through life’s seasons.
How We Do It
Before we advise, we listen. We meet you where you are. Collaboration and communication are key in our approach.
Understanding Veteran Fraud & Scams
In this seminar for veterans and their families, April DeValkenaere of Fortress Financial Education reviews financial scams that target veterans including veteran's benefits and investment scams. Some criminals target current veterans and their families to scam them out of their benefits such as Tricare and those associated with the PACT Act. They will also try and manipulate veterans into investment scams targeting funds in their savings and retirement accounts. Awareness is the first step, prevention and reporting are also extremely important. We will discuss all three to help protect you and your veteran benefits.
Art Appraisal
Do you have a rare treasure at home or hiding in plain sight? Collectors and family archivists alike will enjoy this seminar presented by Timothy Stenger of Stenger Bischoff, an appraisal and advisory firm for all areas of collecting. Learn what a personal property valuation entails plus show-and-tell your heirlooms, art, and antiques! Guests are encouraged to bring one to two small items (i.e. silver, sculpture, artwork) for a non-binding, verbal appraisal by Tim.
Rightsizing: Moving & Financing Your Next Home
Considering selling your home? Curious about the housing market? Industry insiders share current housing marketing conditions and expectations for selling your home. They will also discuss lending best practices for retirees who plan to mortgage a home.