• While running your business and working with your own customers, Embarcadero Financial can help you make efficient decisions related to employer sponsored retirement plans, group health insurance, key man policies, funding your buy/sell agreement among other things.

    Embarcadero Financial Group (EFG) offers small business and corporate clients a range of executive and corporate benefit services:

    • Retirement Plans
    • 401(k) Planning
    • 403(b) Planning
    • Money Management
    • Profit Sharing Plans
    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Individual Health Insurance
    • Group Health Insurance