| Investment Planning
Let us analyze your financial situation. EG Tax and Finance will complete a review of your financial situation with suggestions of how to make improvements. For instance, is your present mortgage rate too high? What should you do to lower the rate? Are your interest rates on charge cards higher than they should be?
EG Tax and Finance will show you how to get them reduced or they will do it for you. Do you have too much Life Insurance or should you get a home equity credit line? Are you putting enough into your Pension Plan? Do you have too large of a Tax Refund? How could you adjust your W-4 to properly pay your taxes while increasing your take home pay?
This service is our "SafetyNetAssistanceProgram" or SNAP designed exclusively for EG Tax and Finance clients to ensure that not only are their tax needs handled in the most professional manner, But their overall finances are working for them as well.
Sign up for SNAP today and we'll send you a complete profile questionnaire. The analysis service we provide is absolutely free. A fee is charged only if we can reduce your debt and you would like us to handle it's implementation. We saved one client over $6000 in annual interest rates by moving or reducing credit care debt....That equals to $500 in additional monthly income available to them.
There is a refundable $50 upfront fee we charge to get started to make sure that you properly complete the SNAP profile sheet. Once the analysis is done, and our suggestions are made, the $50 will be returned to you or credited against the fee we charge to implement our suggestions on your behalf. We will not sell you anything or give your name to any group. We are completely independent and will provide you with independent evaluations based upon the most competitive information we can obtain in the market to facilitate a real improvement in your financial picture.
Sign me up for a SNAP profile |