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EH Financial Group, Inc.

866.943.8833

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Welcome to EH Financial Group, Inc. 

Sustaining Your Golden Years

Whether your goal is to preserve your wealth, create, or maintain your legacy, we are here to help you. The EH Financial Group is a comprehensive financial planning services firm.  We specialize in providing various types of wealth management, retirement planning, tax and estate planning, along with investments offered through our broker-dealer. The EH Financial Group is committed to helping our clients improve their long-term financial success. Our customized investment strategies are designed to help grow, manage, and maintain our clients' wealth by delivering an unprecedented level of personalized service and experience.

We encourage you to explore our site and learn more about the services we provide. We are located in Los Angeles County in San Gabriel. Our address is 305 N. San Marino Avenue, San Gabriel CA 91775. Should you have any questions or would like more information on our firm, please feel free to email us at support@ehfinancial.com or call us at 626-943-8833 . We look forward to hearing from you.

Our Upcoming Webinars

Retirement Planning Decisions Include Health Care Coverage  - One hour WEBINAR held on February 25th - Friday at noon. Integrating a healthcare plan into your overall retirement strategy is a must. Join this public webinar to help you learn about the factors to be considered before choosing your health care coverage.  Click the blue arrow for more details.

Continuing Education for CPAs - Earn 1 or more CE credits & join Emmy to update your best practices. The next class will be scheduled for July 12, 2016 at The Executive Factor in Arcadia. Click on the blue arrow to learn more.

Follow Emmy in the news. Thanks to Beacon Press and the Temple City Chamber of Commerce, a voice is raised. Emmy’s monthly columns address her reader’s concerns & enrich the day.

EH Financial is thrilled with this charming promotional narrative created for us by the International Media Training Center.We hope you enjoy it as well. 

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Helpful Content

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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