Individual Clients
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.