Do-It-Yourselfers Keep going on your own? Or finally go with the pros?
Objective. Active. All the time.
To help you more fully live your life, we focus on your financial life — full-time. Not when we finally get around to it, or in between family and work obligations. We do this day in and day out to help you achieve your full wealth potential.
Common situations we can help with
- Market and portfolio analysis
- Developing a financial plan
- Consolidating assets
- Optimizing finances
- Taking advantage of market fluctuations
- Utilizing effective tax strategies
- Recommending unique investment opportunities
What would you be buying right now?
There is no simple answer to this question that is right for everyone. Many factors come into play: stage of life, goals, current financial situation, market dynamics, risk tolerance, and so many more. We get to know you to ensure we’re connecting you to the best opportunities, at the right time, to achieve your full wealth potential.
When will I be able to retire?
This is a very common question. But the more important question is the following: “What do you want your life to look like in retirement?” Envisioning many lifestyle possibilities and life choices can help you better determine more specific long-term goals which in turn inform the assets you’ll need to start and enjoy your retirement.
How can I be sure your team will actively monitor my account?
If you’ve worked with other financial advisors, you’ll notice the difference every time you call. Our responsiveness and collaborative approach to serving all of our clients means anyone who picks up your call will be familiar with you and your accounts. That level of understanding takes a level of energy and commitment we’re proud to offer our clients.
What do I receive as a client for the fee that EFG charges?
EMBREE FINANCIAL gets compensated for comprehensive financial planning and investment managed, which includes a holistic review of your current financial picture, long-term goals and investment objectives. Our team also actively reviews your investments on an ongoing basis, makes adjustments based on changing market conditions, and provides recommendations on emerging opportunities.
Even with a second opinion we’ll put you first.
Whether or not you’re ready to fully engage the EMBREE FINANCIAL team, we invite you to reach out. Will Embree can provide a complimentary review of your current financial plan, clarify if your fees and expenses are minimized, and talk about approaches to achieving your full wealth potential.