Efficiently Managing Your Financial Life
Luxury Bill Pay ServiceCash ManagementCredit MaintenanceAsset MonitoringBusiness ManagementTax Preparation/PlanningIndependent AdviceEstate/Retirement
Example:A recent estate that we were involved in was a large one. This individual died with in excess of one billion dollars in his estate. Because of the careful planning of this man prior to passing away, his attorney was instructed to fly to Hawaii with his family for a vacation, and to deposit the estate tax checks that were due. Because it usually takes an extra two business days for mail to get back to the mainland from Hawaii, this man earned an extra $150,000 in interest on this tax money by giving his attorney one last vacation. Now that was creative estate planning!
Client Examples

ESTATE/RETIREMENT :

Most of us have a goal to plan well so we can retire comfortably and enjoy a secure retirement once we are there. We at eobm help with both of these goals. Whether you need complicated trust management for your estate or simply need someone to help guide you along the way to ensure you are meeting your retirement goals, we pride ourselves on helping our clients find peace of mind. The simplicity and ease of our service will also help you enjoy the retirement that you've worked so hard for, knowing that everything is being managed for you.

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Our most valuable asset is our integrity. Without trust, regardless of how intelligent an advisor is, you will never have total comfort. At eobm, our number one priority is to help bring you total peace-of-mind. When you can sleep better at night knowing that you have someone you can trust on your team, we consider our efforts a success.
We are independent from your investment advisors and other financial professionals in your life; therefore, we are not influenced by any outside incentives when advising our clients. At eobm, you can rest assured that the monthly reporting and consulting advice you get from us is solely an evidence-based assessment of your true financial picture and what is financially best for you and your family.
We have experts in the fields of business consulting, income tax planning and preparation, investment monitoring, employee management, bookkeeping, charitable giving and estate planning. At eobm, we bring a comprehensive group of efficiency strategists to you to create a simple, organized financial framework that empowers you to make informed decisions about your money.
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