What Makes Us Different
Discover the Benefits of Our Intentionally Different Approach
What sets EBS apart in the retirement solutions landscape is our commitment to personalized education and a comprehensive understanding of each client’s unique vision for retirement. We believe that planning for the future should be as individual as the people we serve.
We don’t sell products. We build retirement relationships. EBS serves education employees, focusing on their specific retirement needs. By staying current on legislation updates, planning tools, and income strategies, your employees receive clear, accurate guidance every step of the way.
We take a holistic view of what retirement looks like for our clients, and we are ready to offer services such as:
- 403b/457 Compliance & Education
- Retirement Education
- Pension Education
- Annual Reviews
- Tax Liability Reduction
Strategies
That Help Your Business & Your Team
We provide our clients and their employees with customized education and planning and an “Intentionally Different” level of service. We build strong and ongoing relationships, so we can effectively guide our customers through the process of planning for a successful retirement.
Solutions that Empower
At EBS, we offer a range of retirement solutions designed to empower individuals on their journey to financial independence.
Assessments, Seminars & Support
Our offerings include personalized financial assessments, educational seminars, and ongoing support to ensure that every client feels confident about their retirement path.
Meeting Client Aspirations
At EBS, we specialize in crafting retirement solutions that resonate with each client’s aspirations.
Roadmaps, Guidance & Resources
We provide customized retirement roadmaps, expert guidance on investment options, and resources that help clients navigate the intricacies of retirement savings.
Personalized Consultations & Tailored Investment Options
We offer personalized consultations, educational resources, and a variety of investment options tailored to meet the specific needs of our clients.
Investment Management & Workshops
Our services include personalized retirement planning, investment management, and workshops that simplify the retirement process.
Our Team
Our team at EBS is dedicated to providing tailored retirement solutions. We focus on understanding each client’s unique retirement goals, ensuring that our approach is as personalized as the individuals we assist.
Ready to get started?
Our offerings include personalized financial assessments, educational seminars, and ongoing support to ensure that every client feels confident about their retirement path.
