Personal Financial Planning

At EBT, we are here to help ensure that your money is working for you and to help you meet your professional and personal financial goals.  By taking the time to fully understand your specific situation, we are able to develop a comprehensive plan that aligns with your unique investment, retirement and estate planning goals.

Services include:

  • Personal cash flow analysis and budgeting
  • Investment analysis
  • Retirement planning
  • Estate and will planning

Contact us to discuss how EBT can help you meet your financial goals.