Our Planning Process



Listening & Engagement Session

We gather sufficient information to understand what "Your Best Life" means to YOU and begin to calm your fear and overwhelming feelings so you can Take Control of your money.



Financial Empowerment Plan

We examine "what-if" scenarios and determine how your money affects your best life and together we create an actionable Financial Empowerment Plan.



Plan Implementation

We help you implement each step of your financial empowerment plan to ensure you do not run out of money in retirement.



Ongoing Guidance and Support

We are your unemotional partner. We want to be the first call you make when faced with a financial challenge or opportunity. We will review your financial empowerment plan at least once per year.



Live Your Best Life!

Our mission is to change the way you receive financial advice. We want our clients involved in every aspect of creating their financial empowerment plan, managing their money, and building their wealth. We realize that our clients need an unemotional partner to help them live their best life. We have dedicated over 30 years educating and empowering our clients just like you to take control of their financial future.

We make it a priority to educate our clients, helping you understand your investment options, how they work, and why we believe they may be right for you. We thoroughly explain the products we bring to the table, so that you have a clear understanding of them, and why they have been recommended. We empower our clients to make the choices that are right for them. You should never be encouraged to do something you are not comfortable with. It is your decision, it is your future. Once you are educated and empowered we want you to take control. Whether it's deciding not to buy something and instead put more money into your savings, or taking a vacation of a lifetime because you've saved the money to do so. We take comfort in knowing we have done our job and you have taken control of your choices.

The Emerald Financial Group regularly meets with their clients - big and small. Through our hands on approach, we help you stay on track of your overall goals and objectives. In an effort to keep you informed, we offer e-newsletters, events, workshops, and many other resources. These tools provide the latest financial news and updates in the economy.

We take pride in what we do and look forward to celebrating your accomplishments as you move through life.



Save adequately for the future


Be protected with proper insurance


Diversify Savings and Investments


Maximize your retirement plan


Leave a Legacy


Medicare Planning