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Home | Dean J. Evans CFP® - Michael T. Haymond

Stability in Changing Times". Serving the needs of the financial investment community for 25 years. No one strategy fits everyone. We invite you to discover and experience the power of our services. Understand your needs, wants, and long-term goals. Our mission is to get to know and understand your needs, wants, and long-term goals. An approach that is designed for you. We help clients with investing, insurance, estate conservation, and preserving wealth. All Muni Bonds Are Not Created Equal. With a few ...

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Home | Dean J. Evans CFP® - Michael T. Haymond | ehgfinancial.com Reviews

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Stability in Changing Times. Serving the needs of the financial investment community for 25 years. No one strategy fits everyone. We invite you to discover and experience the power of our services. Understand your needs, wants, and long-term goals. Our mission is to get to know and understand your needs, wants, and long-term goals. An approach that is designed for you. We help clients with investing, insurance, estate conservation, and preserving wealth. All Muni Bonds Are Not Created Equal. With a few ...

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Home | Dean J. Evans CFP® - Michael T. Haymond | ehgfinancial.com Reviews

https://ehgfinancial.com

Stability in Changing Times". Serving the needs of the financial investment community for 25 years. No one strategy fits everyone. We invite you to discover and experience the power of our services. Understand your needs, wants, and long-term goals. Our mission is to get to know and understand your needs, wants, and long-term goals. An approach that is designed for you. We help clients with investing, insurance, estate conservation, and preserving wealth. All Muni Bonds Are Not Created Equal. With a few ...

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Mission | Dean J. Evans CFP® - Michael T. Haymond

http://www.ehgfinancial.com/p/mission

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

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Estate | Dean J. Evans CFP® - Michael T. Haymond

http://www.ehgfinancial.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Estate management involves making sure key financial and health-care documents are in order. Principles of Preserving Wealth. And the Execut...

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A Cheat Sheet for Sending Your Kid to College | Dean J. Evans CFP® - Michael T. Haymond

http://www.ehgfinancial.com/resource-center/lifestyle/a-cheat-sheet-for-sending-your-kid-to-college

A Cheat Sheet for Sending Your Kid to College. College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child Dynamic Has Changed. Make the Move Simple. Don’t Leave “The Talk” to the Drop-off. Time to Learn Financial Responsibility. Your child will need spending money. You may want to provide a deb...

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Partners Perspective | Dean J. Evans CFP® - Michael T. Haymond

http://www.ehgfinancial.com/p/test-video

Welcome to EHG Financial Planning Services from Dean Evans and Michael Haymond! Estate Management involves making sure key financial and health-care documents are in order. Perspective is one of the most important things we bring to our relationships with clients. Download Our Free App. We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us. Sign up for my Newsletter. Error processing your request. Please try again at a later time.

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Glossary | Dean J. Evans CFP® - Michael T. Haymond

http://www.ehgfinancial.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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800516.5333 INFO@COOPERMCMANUS.COM. As an office of supervisory jurisdiction (OSJ), we manage compliance and provide consulting and other business services to the independent advisors in our network. The advisors in our community share a commitment to exceptional, professional, knowledgeable and values-driven service. Cooper McManus is a SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA.

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ehgfinancial.com

Home | Dean J. Evans CFP® - Michael T. Haymond

Stability in Changing Times". Serving the needs of the financial investment community for 25 years. No one strategy fits everyone. We invite you to discover and experience the power of our services. Understand your needs, wants, and long-term goals. Our mission is to get to know and understand your needs, wants, and long-term goals. An approach that is designed for you. We help clients with investing, insurance, estate conservation, and preserving wealth. All Muni Bonds Are Not Created Equal. With a few ...

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