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.
Wisconsin Widows Connected: Holiday Dinner 2023
The Wisconsin Widows Connected holiday dinner will be hosted at Parkside 23 in place of the regular meeting in December. Seating is limited - register to save your seat! Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. We meet the third Wednesday of every month.
EIG Tax Portal Training 2024
As an EIG Tax client, you can share tax documents through the Intuit Tax Portal – let us show you how! This tax client workshop covers establishing your online account, sending your tax documents, mobile check scanning, signing your return electronically and paying for your tax filing. Join us and feel confident for tax season!
Social Security Retirement Benefits 2024
Join us for clarity on Social Security topics that can often seem overwhelming. Learn how your benefit is determined, tips on when to start receiving benefits, how Medicare is connected, plus details on spousal benefits and survivor benefits. This session is open to the public so bring your spouse, family or a neighbor who is planning for this stage of life.