Products & Services
EH FINANCIAL provides cutomized financial plans for our clients.
Each family’s retirement goals are incorporated into a comprehensive investment package. Our services include:
Investments
- Stocks, Bonds & Mutual Funds
- Brokerage Accounts
- Alternative Investments: REITs, BDCs, etc.
- Variable, Fixed & Indexed Annuities
- Portfolio Analysis and Management
Financial and Estate Planning
- Estate Plans
- Wills and Trusts
- Powers of Attorney
- Retirement Plans: IRAs, 401 (k),403 (b), 457, etc.
- College Savings Plan
Insurance
- Term Life Insurance
- Permanent Life Insurance
- Long Term Care
- Medicare Health Plans
& Supplemental Insurance
Tax Services
- Individual Tax Planning
- Federal & State Income Tax Returns
- Income, Gift & Estate Tax Return preparation
- Representation before the IRS
SagePoint Financial, Inc. does not offer tax or legal advice.