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Individuals & Families

At EFA, wealth managed the right way is deeply personal and unique to each individual. Our hope is to help you attain a world full of “life wellness” that is specific to you.

Dive Deeper

We specialize in working with people like you...

Meet

Tom (60)

Works as a Tech Manager

and

Lisa (52)

Works in Healthcare

Stats:

  • Joint annual income of $300,000
  • Liquid net worth of $4.5 million

What they were looking for:

  • Help preparing and planning for retirement (within 5 years)

How EFA has worked with them:

  • Reviewed their portfolio
  • Looked for opportunities to grow their assets
  • Found tax efficiencies
  • Reviewed the numbers throughout the year, allowing them to retire in 4 years
  • Found solutions when living expenses increased

How we can help you too:

  • One on one consulting
  • Interactive, ongoing relationship that keeps you involved and aware of your money
  • Access to financial planning
  • Personalized tax investment strategies

Meet

Miles (46)

Works in the Software Industry

and

Gwen (43)

Works as a Homemaker

Stats:

  • Annual income of $245,000
  • Liquid net worth of $700,000

What they were looking for:

  • Cash flow planning, including debt reduction and savings
  • Investment advice

How EFA has worked with them:

  • Helped plan money allocation
  • Helped reduce excess spending
  • Helped switch investments to suit their risk tolerance

How we can help you too:

  • Cash flow planning
  • Debt reduction strategies
  • Investment advice and management

Meet

Dan (40)

Surgeon

and

Stephanie (34)

Psychologist

Stats:

  • Joint annual income of $600,000
  • Liquid net worth of $450,000

What they were looking for:

  • Growing their portfolio
  • Increasing their net worth, assets, and investments
  • Setting up and contributing to a 529 Education Plan for their children

How EFA has worked with them:

  • Tracking their investments
  • Financial planning

How we can help you too:

  • Financial planning
  • Focusing on what your family needs now and in the future

Meet

Doreen (70)

Works as a Physician

Stats:

  • Still working full time, annual income of $350,000
  • Liquid net worth of $2 million plus

What she was looking for:

  • Help diversifying her investments to reduce risk
  • Help investing idle cash with tax efficiency

How EFA has worked with her:

  • Reviewed her portfolio
  • Gave advice on investments and diversification
  • Managing private cash real estate investments

How we can help you too:

  • Investment advice and guidance
  • Managing all sorts of investments, stocks, bonds, real estate, etc.
  • Personalizing investments to fit your needs

Create the Life you Imagine

We will help you build, manage, protect, and transfer wealth the right way. A way that is specific to you

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Contact our experts

Thanks for your interest. How can we help?

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Empowerment Financial Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Empowerment Financial Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Empowerment Financial Advisors, LLC unless a client service agreement is in place

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