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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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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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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There are some smart strategies that may help you pursue your investment objectives

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When Special Care Is Needed: The Special Needs Trust

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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