What makes EFG uniquely qualified to provide financial planning to our executives?
EFG is structured as fee-only, meaning that 100% of our compensation is derived from the fee paid to us directly from our individual clients or the sponsoring company. We take no commissions or other fees from third parties. We feel that this is the best format in order to minimize potential conflicts of interest. In addition, we do not work on hourly rates. We work as much as we need to in order to cover the topics that the client wants completed. This encourages clients to call us and be more interactive when they know that we are not “on the clock” as many providers. Finally, we have the most comprehensive program available and include the estate planning documents in the fee. In effect, the fee covers the entire financial planning discipline.
