We believe that everyone can benefit from Personal Financial Planning. We have created access to solid customized, professional advice without breaking the bank or making a long-term commitment. This is why we offer a per hour advice model.
By scheduling an appointment with us, you will access to this information and so much more. Whatever your situation, it is our mission to provide you with solutions to match your needs. EAFA is a team dedicated to the goal of improving the lives of others.
Our expertise includes:
Investment portfolio evaluation & recommendations
Retirement planning
Small business retirement plans set up and support
401k / 403b/ IRA advice
Cash flow analysis & Debt management
End of Life and Inheritance Planning
Education planning & Student loan advice
Insurance planning