Pre-Retirees & Retirees
Turn Years Of Saving Into A Plan for What Comes Next
Wondering whether your nest egg is enough is only the beginning. EFS helps you consider retirement income, investments, taxes, pensions, Social Security, and spending together so you can better understand what your resources may support.
Trade Professionals
Put Your Hard-Earned Savings To Work With More Intention
EFS has deep roots serving blue-collar households, including automotive workers and skilled trades. We help connect pensions, savings, investments, and retirement decisions so you can see how the pieces work together.
Newly Independent
Take Charge Of Financial Decisions With A Clearer Starting Point
If you are newly widowed or managing financial decisions independently, we can help you organize what you have, understand your options in straightforward language, and build a plan around the decisions now in your hands.
Pension Employees
Make Your Pension Part Of The Bigger Retirement Picture
EFS works with many pension holders, including households connected to the automotive industry, DTE, AT&T, and other employers. We help consider pension income alongside Social Security, investments, savings, and taxes.
Business Owners
Bring Your Personal Financial Picture Into Sharper Focus
EFS is expanding its work with business owners who want planning that goes beyond investment management. We help connect the personal side of your finances, including retirement, investments, taxes, protection, and estate considerations.
Professionals
Make More Of What You’re Working Hard To Build
For engineers and other professionals, EFS brings a structured planning approach to building wealth, investing, preparing for retirement, and understanding how financial decisions made today may affect what comes next.