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
- SIMPLE IRA
- Variable Annuities
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
Combined together, we provide our clients with comprehensive wealth management.