• Embarcadero Financial Group (EFG) offers our individual clients guidance through the alphabet soup of saving, investing and retirement plans and solutions.
    We provide the following solutions for the appropriate situations:

    Financial Planning

    • Retirement Plans
    • 401(k) Planning
    • 403(b) Planning
    • College Plans
    • Estate Planning checklists
    • Money Management

    Investment Management

    • Managed Accounts
    • Educational IRA
    • Brokerage Accounts
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Variable Annuities


    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Individual Health Insurance

    Combined together, we provide our clients with comprehensive wealth management.