DO YOU OFFER OTHER SERVICES, SUCH AS INSURANCE, ESTATE PLANNING OR TAX RETURN PREPARATION?

We do not offer such services.   We can help our clients understand how these tasks fit into your overall financial plan and provide guidance on available options.  If requested by our clients, we may recommend third-party professionals such as attorneys, accountants, tax advisors, insurance agents, or other financial professionals. Clients are never obligated to utilize any third-party professional we recommend. EA is not affiliated with, nor does EA receive any compensation from, third-party professionals we may recommend.