E &O Financial, LLC values relationships above all else. We want to provide our clients with unparalleled service and insight. Our no-sell approach begins with a conversation and hopefully continues well into your fruitful retirement.
This is where it all starts. We want to know about your goals, your needs, your family—basically what’s bothering you about your finances.
In our second step, we educate you on ways to address your concerns, making sure to break down—in easy to digest detail—key concepts, products, and options.
Here we develop a customized plan that you understand fully.
In our fourth step, we identify what financial products (life insurance, annuities, long-term care policies, etc.) achieve the goals outlined in the first step and complement the plan outlined in the third step.
Finally, we review your financial periodically to make sure it still meets your objectives. As you grow older and experience life events such as marriage or having a child, your needs may change. We’re here to make sure that the conversation we started long ago continues.