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.
Client Workshop: Schwab Technology Training
*New Date: Sept 20 at 10 am & 3 pm* As TD Ameritrade transitions to Schwab this fall, we're committed to providing a seamless experience for EIG clients. In this workshop, EIG clients will see all the tools that Schwab has to offer on its web interface. Receive 1:1 assistance and get your questions answered in this small group setting.
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.
Antiques Roadshow-And-Tell
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, antiques roadshow-style! Guests are encouraged to bring one to two small items (i.e. silver, sculpture, artwork) for a non-binding, verbal appraisal by Tim.