Our Financial Planning Process

Enjoy today, plan for tomorrow

At The Egan Group, we know your wealth and legacy is the end-result of your hard work, time and passion. We believe that while it’s important to protect what you built, there are more important things in your life than managing your assets.   

Our comprehensive process marries discipline with flexibility to help us construct custom portfolios and financial planning strategies that align with your long-terms objectives and current needs. From quality investments and risk management, to estate planning and business succession solutions, we help you prepare for the future so that you can focus on enjoying today.






We create an Investment Policy Statement (IPS) designed to align with your goals, needs and tolerances.  Then, per your IPS, we develop a holistic financial plan and custom asset allocation strategy.


We review our proposed plan and strategies with you in detail, and once you approve, we implement our solutions and establish a balanced, diversified investment portfolio.


Is Your Financial Advisor a Good Fit?

Whether you are a private investor or an institution, The Egan Group recommends conducting thorough due diligence on both current and prospective advisors. While you’ll want to ask specific questions regarding his or her capabilities and ability to meet your specific needs, we’ve developed a few key questions to start the conversation:

A qualified financial advisor should be able to provide clear and concise answers and be willing to disclose the information he or she shares in writing.

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What can I expect from The Egan Group?

We provide each of our clients with…

-Robust experience and knowledge in financial planning and investment management
-Clear, proactive communication and responsiveness to your inquiries
-Truly personalized services and solutions to help fulfill your distinct needs
-Regular, in-person meetings and accommodation to your cadence preferences
-Comprehensive, ongoing analysis of investments, performance and allocation strategies
-A team of trusted advisors who are committed to listening to you and understanding your needs

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Become a Client

At The Egan Group, we pride ourselves on both the depth and longevity of our client relationships. We work with a select group of individuals, families and businesses to help ensure our ongoing ability to provide each client with excellent service and personalized attention.

We know that selecting a financial advisor is an important decision—we’re here to provide you with the information you need to help make your decision-making process as easy as possible.

Interested? Contact us today to set up a complementary, in-person consultation.

Say hello!