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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A collection of tips from professional travelers.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are six flags that may make your tax return prime for an IRS audit.
Try these activities to keep your brain sharp.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?