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Services We Offer

How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Helping You Live Your Dreams.

Listed below are just a few of the offerings at EFG. For more information on a product or service listed below or otherwise, please call (314) 878-4950 or email.


Roth and Traditional IRAs

Variable Annuities

TSAs & 403(b)s

Mutual Funds


Wrap Accounts

Individual Securities

Corporate Retirement Plans

Asset Protection

Individual Life Insurance

Survivorship Life Insurance

Disability Income Insurance

Long Term Care Insurance

Medicare Supplement

Group Insurance Benefits

Business Insurance


Estate Preservation Planning

Retirement Planning

Personal Planning

Education Funding

IRA Consolidations

Beneficiary Counseling

Lump Sum Distribution

Financial Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (314) 878-4950