Financial Life Planning

Our financial planning process allows us to offer independent, practical advice on a variety of issues that may affect your wealth management goals, so you can plan ahead and achieve the maximum financial benefit in your particular situation. These issues include:

  • Life goals – retirement, education savings, career changes, a new home, philanthropy, starting a business
  • Potential family crises – job loss, divorce, death, illness, need for long-term care
  • Cash flow management – current income and living expenses, alternative ways of spending, separating “needs” from “wants,” proper allocation of cash flow
  • Tax strategies – minimizing income taxes and estate taxes through tax-advantaged investments, deductions, tax loss harvesting, asset location, changes in tax laws
  • Retirement accounts and distribution strategies – Roth IRAs, traditional IRAs, IRA rollovers, Roth IRA conversions, inherited IRAs, and 401(k) plans
  • Company benefits – pension plans, 401(k) plans, stock options, deferred compensation plans, insurance coverage


Your AEPG team always includes a CERTIFIED FINANCIAL PLANNER (CFP®) professional and other experts.


We are fiduciaries with a legal responsibility to put your interests first.

Our Financial Planning Services

  • Goal setting – We work with you to define and prioritize your financial goals.
  • Retirement planning – We perform a detailed analysis of your situation; apply our expertise about 401(k) rollovers, traditional and Roth IRAs, and Roth conversions; and provide practical advice to help you achieve the secure retirement you desire.
  • Education planning – We advise you on college savings, 529 plans, and other issues critical to developing a successful education savings plan.
  • Investment management – We create and manage a customized investment plan that integrates all your financial goals and forms the core of your wealth management program.
  • Cash flow management – We analyze your income and expenses and customize a budget that matches both your short-term and long-term goals.
  • Tax strategies – We analyze your goals, situation, and current tax laws, and design a strategy to help reduce your business and personal taxes.
  • Company benefits – If you are a business owner, we help you ensure that your company’s benefits program fits your budget and meets your objectives for attracting, retaining, and rewarding employees while achieving your personal and business goals.
Contact Us

Our history of success is built on our proven financial planning process.

As your personal financial advisors, we guide you through our financial planning process and provide independent, practical advice at every step of the way.

The AEPG Financial Planning Process:

  1. We define and examine your complete current financial picture.
  2. We collect comprehensive data on all aspects of your financial life.
  3. We perform a detailed data analysis and identify weaknesses, obstacles, and conflicts.
  4. We design a comprehensive financial management plan to achieve your goals.
  5. We implement your plan and coordinate with your CPAs, attorneys, and other advisors as appropriate.
  6. We monitor your progress and recommend changes as needed.
Contact Us

myWealthStrategies Portal

In order to make important financial decisions, a full understanding of your complete financial situation is needed. That is why a key component to our process, is to provide a safe and secure online tool that enables you to organize all of your important financial information in one place.

Your myWealthStrategies personal website aggregates your personal financial information from multiple accounts, service providers, and other sources, as well as store important documents in a secure online vault which you can access from anywhere.

myWealthStrategies helps us collaborate with you to make optimal decisions and to achieve and monitor progress toward financial goals.

  • Organize all of your important financial information in one place with 24 hour access.
  • Safe and secure access to all of your information remotely for peace of mind.
  • Your Personal website will enable you to view and monitor your entire personal balance sheet from all your accounts
  • Budgeting tool
  • Collaboration across your team of financial professionals (Financial Planner, CPA, Attorney, etc.) from anywhere
  • Secure vault to store important financial documents as well as copies of your passport, birth certificate or even a copy of an irreplaceable family photo.
Watch Video