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Home | Emerald Financial Group We at The Emerald Financial Group understand our clients need an unemotional partner to help them live their best lives! For over 30 years we have been dedicated to Educating and Empowering clients just like you, to Take Control of their financial futures!
Contact | Emerald Financial Group The Emerald Financial Group and JWC JWCA are unaffiliated entities Advisors must be properly registered in the state where you live in order to conduct securities related business with you A response to your request for information might be delayed in order to assure our compliance with this regulation
Financial Planning - Emerald Financial Group The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more What We Can Do For You Our systematic approach to Financial Planning services includes:
FAQs | Emerald Financial Group Once you see exactly where you spend your money, you will be able to make choices which will empower you to save towards your financial future After I have implemented my plan, what’s next? We offer ongoing guidance for you and your family
When Can I Enroll In Medicare? | Emerald Financial Group The first time you can enroll in Medicare is around your 65th birthday You can also qualify to enroll in Medicare with a qualifying disability or medical condition Around your 65th birthday, you will have a 7-month window when you can sign up for Medicare Your enrollment period includes your 65th birthday month, the 3 months before and the 3 months after
Newsletter - Emerald Financial Group Office 2300 Corporate Blvd NW , Suite 111 Boca Raton, FL 33431 Contact Info P | 561-437-6500 F | 561-287-6571 E | efg@emerald-financialgroup com
What Makes Us Different | Emerald Financial Group At The Emerald Financial Group, our mission is to transform how you receive financial advice We’re here to ensure you have a complete picture of your finances, empowering you to take control of your financial future and live your best life
Investment Planning | Emerald Financial Group Our Investment Planning service is based on these simple facts: Market timing doesn’t work! Creating and preserving wealth needs diversification! Focus on the long-term, and don’t let short-term diversions distract you! Investing is about more than just making money – it’s also about helping you achieve your financial goals!
Products Services | Emerald Financial Group Financial Planning Many individuals confuse financial planning with general savings and investing advice While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing
Estate Planning | Emerald Financial Group For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have passed