Services
At PE Financial Group, we provide assistance in the following areas:
Investment Advisory Services*
- Managed (fee-based) investment portfolios, using Modern Portfolio Theory principles
- Mutual funds/securities
- Individual Retirement Accounts (IRA’s) and employer pension plans
- College savings plans
Financial Planning*
Phil Eubank offers these services through his affiliation with Avantax
- Comprehensive pre and post retirement planning
- Development of effective strategies for retirement plan rollovers
- Evaluation and selection of company retirement plans (401(k), Profit Sharing, etc)
- Estate planning (pre and post mortem) and charitable gifting strategies
- College planning
Tax Planning and Services/Business Consulting
- Tax planning and consulting for individuals and businesses; tax saving strategies
- Individual, business and estate/fiduciary tax preparation & electronic filing
- Complex transactions (e.g., tax deferred real estate exchange, purchase/sale of business, stock options, etc)
- IRS tax audit/collections representation and tax penalty abatement
- Business consultation, including choice of entity; financial/accounting systems; budgeting; start-ups; incorporation and dissolution
Asset Protection/Risk Management
- Insurance review and planning
- Health insurance, including group (employer) plans
- Life insurance
- Fixed and variable annuities*
- Disability insurance
- Long term care insurance
- Asset/creditor protection strategies
Real Estate Services and Mortgage/Business Loan Consultation
- Purchase and sale of real property
- Rental/income property consultation, including tax impact and strategies
- Access to Multiple Listing Service (MLS) and market research
- Assist clients in budgeting for and evaluating mortgage loan options
- Business loans and lines of credit