Financial Planning
Strategic financial guidance to confidently secure your future
Planning for Today, Tomorrow, and Beyond
At EM Insurance & Financial Services, we provide comprehensive financial planning services designed to help you build, protect, and preserve your wealth at every stage of life. From stock and mutual fund reviews to retirement distribution strategies, we tailor each plan to align with your unique goals and values. Our offerings include asset allocation models, portfolio reviews, insurance planning, and money management, as well as specialized services like college planning and charitable giving strategies.
Whether you're planning for retirement, funding a child's education, or looking to make a meaningful impact through giving, we're here to help you make informed, confident financial decisions.
Our Partners
Our clearing firms and custodial banks are RBC Clearing & Custody, a division of RBC Capital Markets, LLC. and Interactive Brokers, LLC . Members of the Securities Investor Protection Corporation - SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
This coverage does not protect against the loss of the market value of securities. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market.
