Take us with you on your financial adventure and we’ll get started on helping you plan a strategy that works for you.
Plan
Protect
Preserve
3000
+
Satisfied Clients
60
+
Years of Combined Experience
More than just an insurance & financial planning firm
We Also Offer You Access to Estate Planning Services
Which is more important, building assets (for the future), protecting them (today), or preserving and passing them on (in the future) to your loved ones? Three different pieces of the same puzzle, all three equally important. Your insurance plan, financial plan, and estate plan should all work together for the good of your family. See what happens when you leverage proven expertise and experience across all sectors of the financial services industry!
Financial Planning, Insurance Planning & Estate Planning. All Under One Roof.
Helping Build & Protect the Financial Future You’ve Always Dreamed Of. Get Started today — Schedule Your Retirement Review!
Plan For Your Future
Knowing what your future financial puzzle looks like and having a plan to get the right pieces in place provides a lot of financial confidence and peace. There’s a lot that goes into “planning for your future” and it can seem overwhelming, but it doesn’t have to be. Not when you work with the right team to help guide you on your financial journey!
No one can tell you what your financial goals are, but we can design a plan to help you reach them. Whether you need a comprehensive financial plan, straight investment advice or just someone to bounce financial ideas off of, we’re here to help. Let’s work together to make sure your family has the future you dream of for them!
Secure your legacy & gain peace of mind — act proactively today! Don’t leave your future to chance
Consumer Coverage
Protect Your Assets
If building your assets and planning for the future are one side of the coin, protecting your assets is the other! A good insurance program protects everything you’ve worked so hard for and is a vital part of your overall financial puzzle. A car accident or home fire can wipe out years or decades of assets if you’re not properly insured, and that’s why our insurance team ALWAYS starts with the proper coverage for your specific situation. We can help you with homeowners, renters, rental property coverage, and coverage for your autos, trucks, boats, ATVs, RVs, and more.
No matter how much you plan or prepare, life has a way of changing things and throwing the unexpected at you. The loss of a family member or breadwinner can disrupt the best plans, which is why life insurance is a foundational component of a good financial plan. Long-term care is the other unknown that could devastate a retirement plan. We understand the importance of not paying more than needed for your insurance coverage, so our team works with the best insurance companies available to provide our clients with the proper coverage at the best possible price.
The EJC Insurance & Financial
Preserve Your Wealth
Effective estate planning enables you to manage your affairs during your lifetime and helps ensure your legacy is passed on to the ones you love in a tax-advantaged manner. With an estate plan, you can outline your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. You can also designate someone to manage your financial affairs should you be unable to do so.
We provide partnership access to Wealth.com so you can easily create the estate documents you need, and we can work in tandem with your estate attorney as well. In addition to wills, trusts, powers of attorney, healthcare directives and other documents, as part of our estate planning service we will help you analyze what insurance may be of benefit to you in transferring wealth with tax-efficiency. And remember, estate planning requires ongoing review and updates. We’ll help you keep final documents up-to-date through the years and help you update beneficiaries on individual policies and assets, too.
EJC Insurance & Financial Is Here For You
Financial success and peace of mind is not unattainable. With the proper guidance from our team of financial professionals, you’ll be able to set out a plan that works for you and your family.
- Financial Planning to outline your goals, ambitions, and most importantly, prepare for your future.
- Retirement Planning where we design a plan that helps you create an income you can’t outlive.
- Auto, home and life insurance analysis and recommendations for the best combination of coverage and price.
- Investment management and portfolio analysis to get the most out of your investments without unnecessary risk.
