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Delivering Impeccable Support, Quality Financial Services & Products, and Industry Expertise


Contact us online or visit a location near you for quick, reliable service today.

Welcome to Our Site

Most firms invest the bulk of their resources into acquiring new clients.  We do the opposite.  Although we are always seeking new clients to partner with to help them create efficient estates, our added value is that we are in it for the long haul with our existing clients.  We thrive on the success of our existing clients as they develop a healthy portfolio of financial products, systems, and attitudes to meet their financial goals over time.

Our Mission

Our mission is to help our clients navigate through the intimidating and tedious process of comprehensive financial planning.  We strive to eliminate the bias of "salesmanship" with definitive identity of key professionals, their qualifications and the tools required to establish an efficient estate while encouraging independence of choice.

Our Services

We offer life insurance and annuity products and strategies for estate, tax, business continuation and retirement planning.  We also offer three services through EE Administrators.  Those services include EE Mastermind Circles, Executive Financial Assistant and Financial Coaching.

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