What does EFPS mean in FINANCE

Estate Financial Planning Services (EFPS) provides tax, financial, insurance and estate planning services to individuals and businesses. We aim to help you attain your financial goals by providing reliable and comprehensive advice tailored specifically to your unique circumstances. Our goal is to develop a successful relationship with our clients and build long-term trust between us.

At EFPS, we take the time to understand your personal goals, concerns, and objectives in regards to your finances so that we can assist you in building a plan that addresses these areas. We then use our extensive knowledge and expertise in the fields of taxation, investments, insurance, cash flow management and retirement strategies to develop a personalized financial plan that meets your needs. Through a holistic approach we are able to help you identify potential risks while developing strategies for both short-term and long-term success.

at EFPS we specialize in providing services for high net worth individuals, families with multiple generations of wealth or those nearing retirement from professional practice or business ownership. Additionally, we also offer our services to small businesses looking for assistance with business succession planning or other aspects of estate planning.

At EFPS we believe that providing quality service is not just about finding the best solution but it’s also about having the right people who have invested their time into understanding your unique needs as well as the right infrastructure that offers maximum flexibility when it comes to managing your finances. We also understand how important communication is during times of volatility thus ensure our clients receive timely updates on their portfolios as well as regular access our team of professional advisors.

At EFPS every client receives impartial advice without any bias towards one provider over another as part of our commitment towards ethical practices within the industry. As such all recommendations are made solely according the needs and objectives identified through an initial detailed consultation process which serves as basis of communication between us and the client before implementation commences on any recommendations made by us.

Estate plans should be reviewed regularly by an experienced advisor since life’s circumstances can change dramatically over time from marriage or divorce to children being born or business restructuring which could affect one’s current plan significantly. Depending upon individual factors we generally suggest reviews every two years although this may be shorter depending upon circumstance.

Yes! Our advisors are highly experienced in dealing with trust matters including preparation & registration of deeds along side setting up protective measures for assets while providing full taxation advice where needed which could result in considerable savings for you.