Services Provided

We take an educational, collaborative approach in our financial planning and investment processes.Our goal is to empower individuals with the knowledge and skill-set to maximize their financial potential.

Financial Planning

We recognizes that everyone’s financial situation is constantly evolving.  By incorporating a personal financial plan, EWA will provide guidance on all area’s of your financial life, including (but not limited to) budgeting, debt management, investments, insurance, taxes, retirement and estate planning.

Retirement Plan Services

We can assist in the implementation of a participant-directed retirement plan.  

Investment Management

We understands that investing can be confusing overwhelming.  EWA’s investment management service simplifies the process so that there is a clear understanding every step of the way. 

Financial Planning

We recognizes that everyone’s financial situation is constantly evolving.  By incorporating a personal financial plan, EWA will provide guidance on all area’s of your financial life, including (but not limited to) budgeting, debt management, investments, insurance, taxes, retirement and estate planning. Here are the steps of the process:
  1. Identify and prioritize your financial goals
  2. Obtain and analyze your financial information
  3. Provide recommendations to increase the likelihood of obtaining your financial goals
  4. Through education and collaboration, we provide recommendations on solutions and/or products that will help facilitate the completion of your financial goals.
  5. We track and monitor your plan through meeting throughout the year.  These collaborations will allow us to determine if your plan is on track and adjust as needed.

Retirement Plan Services

    • Vetting retirement plan provides based on client’s needs and objectives for their retirement benefit
    • Assistance in the investment options selection
    • Participant Education

    Investment Management

    1. Our team understands that investing can be confusing overwhelming.  Our investment management service simplifies the process so that there is a clear understanding every step of the way. 
    2. The process:
      1. Identify the client’s familiarity with investing, as well as their investment goals and risk tolerance
      2. Construction of an investment portfolio that is aligned with the client’s goals and objectives. 
      3. Continual monitoring and re-balancing of the portfolio