Services | Individuals

We specialize in working with people like you...

Meet

Tom (61)

Works as a Tech Manager

and

Lisa (53)

Works in Healthcare

Stats:

Joint annual income of $400,000
Net worth of $6 million +

What they were looking for:

Help preparing and planning for retirement (within 5 years)

How EFA has worked with them:

Secure legacy planning (Trusts, private foundation etc.)
Successfully looked for opportunities to reduce risk and optimize retirement outcomes in lifestyle, and investment portfolios
Found tax-efficient investing and wealth transfer strategies
Proactive yearly life transition planning, allowing them to retire in 4 years
Optimized investment strategies when living expenses increased due to inflation

How we can help you too:

Investment and retirement Income automation/optimization
Risk management Strategies (Legacy, human capital, and asset protection)
Access to holistic wealth planning
Personalized philanthropic and secure legacy planning

Meet

Miles (46)

Works in the Software Industry

and

Gwen (43)

Works as a Homemaker

Stats:

Annual income of $285,000
Net worth of $950,000 ~

What they were looking for:

Cash flow planning, including debt reduction and savings
Investment advice

How EFA has worked with them:

Helped plan money allocation
Helped identify strategies to reduce excess spending
Helped upgrade investments to suit their risk tolerance in a way that complements their existing strategy

How we can help you too:

Automation strategies (savings, investing, debt & bill payments)
Debt reduction strategies
Investment advice and management
Risk management Strategies (Legacy, human capital, and asset protection)

Meet

Dan (43)

Surgeon

and

Stephanie (36)

Psychologist

Stats:

Joint annual income of $845,000+
Net worth of $1,050,000 ~

What they were looking for:

Strategically growing their investment portfolio
Increasing their net worth, assets, and investments
Setting up and contributing to a 529 Education Plan for their children

How EFA has worked with them:

Risk Management Strategies (Life, disability insurance etc.)
Wealth Planning, Investment Advice, and legacy planning (wills, trusts, donor advised funds etc.)

How we can help you too:

Comprehensive Wealth Planning
Risk management Strategies (Legacy, human capital, and asset protection)

Meet

Doreen (70)

Works as a Physician

Stats:

Still working full time, annual income of $420,000
Net worth of $4,500,000 +

What she was looking for:

Help optimizing her investments to reduce risk
Help investing idle cash with tax efficiency

How EFA has worked with her:

Reviewed her portfolio of investment accounts
Gave advice on investments diversification and optimization
Implemented tax efficient strategies that complement existing strategies in her investment accounts

How we can help you too:

Investment advice and guidance
Investment and Income optimization
Personalized philanthropic and secure legacy planning

Empowerment Financial Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Empowerment Financial Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Empowerment Financial Advisors, LLC unless a client service agreement is in place

Individuals & Families

We specialize in working with people like you...

Meet

Tom (61)

Lisa (53)

Stats:

What they were looking for:

How EFA has worked with them:

How we can help you too:

Meet

Miles (46)

Gwen (43)

Stats:

What they were looking for:

How EFA has worked with them:

How we can help you too:

Meet

Dan (43)

Stephanie (36)

Stats:

What they were looking for:

How EFA has worked with them:

How we can help you too:

Meet

Doreen (70)

Stats:

What she was looking for:

How EFA has worked with her:

How we can help you too:

Create the Life you Imagine

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