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 email@example.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.
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.
Please note this video may take a few moments to load
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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
Here’s a guide to explain all the parts of Medicare.
In the face of divorce, making changes to insurance coverage may be overlooked.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
When considering life insurance, it's important to understand your options.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
At what point can you call a personal vehicle commercial?
To choose a plan, it’s important to ask yourself four key questions.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.