ESSEX ASSET MANAGEMENT GROUP
Above and Beyond Financial Planning
Of course we want to make you money; but we also want to save you money. This is the crucial EMG difference. When you work with us, we want to know not just how much you have set aside, but how you want to
live...now and in the future. Then together we can take proactive steps to get you where you
want to be tomorrow and twenty, thirty, forty years from now. These steps will certainly include a review of your assets. More important-and all too often overlooked-we will also review how you're spending your money, saving your money, paying off your debts,
thinking about and planning for the future. Our
clients are routinely surprised by how the adjustments we recommend improve their long-term financial picture without compromising their current lifestyle.
You might already think that financial planning is complex. Witness the entire industry of advisors, web sites, books and newsletter it has spawned. We make it our business to review, absorb, understand and
think deeply about what's happening in all aspects of the financial industry from insurance to taxes, from
investments to college funding. We believe financial planning is not complex and it certainly should not be risky. We have a fundamental understanding of conventional wisdom and we often throw it out the window. Because, we have found that following the conventional
wisdom only gets you conventional
results. And we want more for our clients. You see, we're not interested in simply helping you reach your goals - we want to help you exceed them.
Perspective On Your Future
We offer a variety of services to help you manage your financial resources. We find the best results happen when we are able to understand all the components of your current lifestyle, income, debt, financial
obligation and long-term needs. The more information we have, the better our planning and advice can be, and the more productive our recommendations for the steps needed now and down the road.
Getting More From What You’ve Got
You may be already doing a pretty good job with your financial planning. But we know that we can get you more. Better returns, lower taxes, a more secure future. We work with real people, smart people, individuals
and families who made a lot of very good decisions. One of which was to come to us and have us show them even better decisions, more productive choices that give them the confidence that the assets they worked so hard to get are now working just as hard for
them to grow.