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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