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 firstname.lastname@example.org 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.
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding how capital gains are taxed may help you refine your investment strategies.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?