13465 Midway Road
Risk-efficient solutions for every stage of life
It’s not what you make, it’s what you keep.
Creating a legacy for the next generation
Every action we take is based on our data-driven, 4-step process.
As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs.
Using the details you have confided in us and our access to high-quality research and analysis, we narrow down a selection of investments and an allocation tailored to your financial life.
Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance.
After establishing your plan, we continue to provide ongoing support.
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Dog Bites and Homeowners Insurance
Finding the Balance
Retirement and Quality of Life
President – EFM, Senior Financial Advisor - RJFS
Partner - EFM, Senior Financial Advisor - RJFS
Branch Operations Supervisor – RJFS
Director of Business Development – EFM Financial Advisor — RJFS
Financial Advisor - RJFS