What I do
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- What I do
Regulatory Expertise,
Regulatory Expertise
01
protect your family
Protect your loved ones with smart financial strategies that offer peace of mind today and stability tomorrow.
02
grow your money tax-free
Maximize your wealth with strategies designed to grow your savings without the burden of taxes.
03
create a legacy
Build a lasting impact for future generations through intentional financial and estate planning.
04
built for families, professionals
Smart financial solutions tailored to support growing families and busy professionals alike.
My Services
What I Do
Tax-Free Retirement Education
Learn how to grow your money without paying taxes in retirement using IULs. Who It’s For: Individuals, families, and business owners.
Legacy & Estate Planning Basics
Understand how to protect your assets and pass on wealth the right way. Who It’s For: Parents, young families, and future-minded individuals.
College Funding Strategies
Discover smarter ways to save for your child’s education — outside the 529 plan. Who It’s For: Young parents and guardians.
Income Protection Education
Learn how to safeguard your income in case of illness or unexpected life events. Who It’s For: Professionals and breadwinners.
401(k) & Traditional Plan Reviews
See how your current retirement plans stack up — and what they might be missing.
Who It’s For: Employees and self-employed individuals.
Financial Literacy Workshops
Free classes and webinars that break down complex money topics in plain English. Who It’s For: Schools, churches, and community groups.
Get In Touch
Let’s Work Together
At EG Financial, I am committed to delivering high-quality, secure, and timely financial services. I work exclusively with trusted, thoroughly vetted partners to ensure your investments and transactions are handled with integrity, precision, and care.