Our Financial Planning Process


At The Egan Group, we believe it is crucial to create a tax-efficient financial plan that helps protect your current needs and lifestyle while positioning you for future success. We strive to help you build a solid financial structure that will withstand the test of time and enhance your legacy for you and your family.

Throughout our process, we emphasize both asset protection and wealth creation to aid the preservation of your wealth for you and your loved ones, but also to cultivate your legacy for long-term sustainability.

With these goals in mind, we work with you to assess your total financial planning needs and personal factors, including major purchases, marriage, children, education, dreams and retirement.

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Comprehensive Financial Planning

This goals-based financial security planning approach is designed to help you:

Continually monitor your plan to ensure it meets your changing needs

Define short- and long-term goals

Identify roadblocks or gaps that might impact your strategy

Prepare for a secure, comfortable retirement or minimize your current taxes

Pro-actively manage and control debt

Protect your business and your employees through affordable benefits

Provide for your loved ones or heirs in the event of death, disability or critical illness Select appropriate insurance and investment products