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Our Services


EFFPA offers a wide range of services and products to help you with life’s events and transitions. We help you clearly define your goals, establish what’s important to you, then look for innovative, suitable solutions to help you realize your objectives.

In addition to offering solutions for all your financial needs, we provide personalized service and care that has been nationally recognized in the financial services industry. During regular business hours, you will always be able to speak to a human being. If we don’t immediately have the answers you need, we will work diligently to find them. Our team works continuously to stay in touch, bringing you the latest news, events, and reminders. We are always here when you need us, and will always go the extra mile.


Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills & Notes
Government Securities
Annuities

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Defined Benefit Pension Plans
Special Needs Plans

For more information about our firm and the services we offer, send us a quick email or call our office. We welcome the opportunity to speak with you!

[email protected]   |  610.792.3343