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.
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Even if you’re young and single, you should still consider protecting yourself.
Purchasing homeowners insurance is critical for protecting your home.
Healthy habits are one of the greatest gifts to give your child.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.