Investment & Financial Planning for Business Owners & Retirees
What to Expect Working With Ernie
First Step - A complimentary introductory call to see if we are a good fit for each other. No commitment...just a conversation to see if you are a good fit for our services.
Step #2 - If we decide to move forward, we'll get crystal clear on your wishes, goals, and concerns. I'll then request some pertinent financial info needed to give you a 10,000-foot view of your situation.
Meeting #3 - Review the analysis and make recommendations. Take this high level view of your situation to another advisor. Or, engage EEFG to implement the recommendations.
East End Financial Group
114 N. Main Street
East Hampton, NY 11937