Skip to content

Answers to your top questions.

Why should I work with EFP?

Our belief is that working with a financial planner will enhance your current situation and prove to be extremely valuable. We acknowledge that the key to everything is a strong relationship, but not everyone is a good match. That’s why we provide a no-cost, 15-minute “get to know each other” call. We suggest interviewing a few financial planners before choosing who to work with. As you conduct the interviews, remember to ask about the planner’s compensation, whether they act as a fiduciary (we do), and how many clients they work with. You want to be sure you receive the personalized service you deserve.

What is your investment philosophy?

There’s a lot of emotion tied up in investing. One of the primary benefits of outsourcing this particular facet of your life is that we are not emotionally attached to your portfolio. Our strategy involves maintaining a diversified portfolio of low-cost index funds. While some clients come to us with individual stocks, we will never recommend you buy individual stocks.

How secure is my information?

Keeping our clients’ data safe and secure is a top priority. We will avoid sending sensitive information via email and encourage clients to refrain as well. We believe using an online portal to transmit and receive sensitive information is more secure than email. Our services are based almost entirely on web-based software applications. We use multi-factor authentication and select app-based over SMS-based when available. All systems are accessed using strong passwords. To read more about the security policies of our providers, please see the detail provided in the links below:

Can I leave?

If we aren’t the perfect fit for you, we’ll gladly assist you in finding a financial advisor who is. We ensure that a reputable third-party custodian holds your assets until you find someone new.

Is there an investment minimum or account minimum?

Our investment planning is best for those with $400,000+ in investable assets. Those who do not have that amount available, can sign up for financial planning and receive the same services. They simply have to pay out of pocket for our services, instead of from their investment accounts. Click here to see a breakdown of our fees.

Who would not be a good fit?

We advocate for comprehensive financial well-being, which comprises many elements. We prioritize the aspects of planning that are within your control. If your goal is to “beat the market” or discover the next top investment, we may not be the right fit for you.

Do you work with people outside of Wisconsin?

Yes, we are a virtual firm and will work with anyone in the United States.

Start Entirement Today!

Get Started