Christian Financial Planning
Biblical Based Financial Planning through Retirement
Christian Financial Planning
Unlocking Prosperity With EPG
Our experienced and knowledgeable team of financial planning professionals is led by David W. Loesser, CFP(™) He received his bachelors at “The College of NJ” and later his Master’s of Divinity degree. David then served as an associate/interim pastor for 10+ years in a Baptist Church and later an Evangelical Free Church in NJ. After leading two successful ministries, David followed God’s lead and found a home in serving people in the financial services industry. He continued his education earning the CFP(™) designation from the American College, attended Carnegie Mellon University and received a masters in Asset and Wealth Management and finished his most recent certification through Yale University as a Certified Private Wealth Adviser Professional. For the past 30 years David’s practice has focused exclusively on pre-retirees + retirees. He and his team have walked hand in hand with over 500 couples and/or individuals successfully investing and navigating through retirement.
OUR APPROACH AND VIRTUES
Our worldview is Christian. We approach our retirement planning with the goal of helping people be the best possible stewards of their Money and Estates. This involves putting our clients at the forefront of everything we do. We believe in taking the time to truly understand each individual’s unique needs and goals through a comprehensive assessment process. This allows us to tailor customized financial plans that are specifically designed to help our clients achieve their desired outcomes. Our commitment to confidentiality and integrity ensures that our clients can trust us with their most sensitive financial information. We prioritize transparent communication and education, empowering our clients to make informed decisions about their financial future. We value taking a holistic approach considering the five key areas of a client’s financial life: income, risk management, taxes, legal considerations, and investments. With this approach, we provide a godly well-rounded and thorough strategy that encompasses all facets of our clients’ financial well-being.
ABOUT EPG
Information abounds today but information and advice are not the same as comprehensive partnerships. Knowing where to turn is very important. EPG cuts through the fog of information and bad advice to provide a clear path as you plan for and live through retirement. We will equip you to take charge of your retirement future by giving you the tools and insights to make informed wise decisions. Our Financial Planning team will carefully help you optimize your retirement income, reduce taxes, position investments to meet your needs, make informed choices regarding Social Security and Medicare as well as practical and cost effective estate planning strategies to leave a lasting legacy. Regardless of the current economic scenario we will help you hold on to principles that last and eliminate the fears that retirement can generate.
Unlocking Prosperity
A comprehensive financial plan guided by a faith based moral compass is the cornerstone of achieving God honoring long-term financial stability and prosperity. A Christian and Certified Financial Planner (CFP®) assesses your current financial situation and works with you to set realistic goals and create a strategic roadmap to reach those objectives. Professional financial planning services are crucial in navigating the complexities of investment options, tax implications, risk management, legal considerations, and optimizing income streams. Everyone deserves access to tailored financial planning services to ensure their hard-earned money works effectively for their future. At The Estate Planners Group, we offer a comprehensive approach, following Christian principles that address the five key areas of a client’s financial life: income management, risk management, tax planning, legal considerations, and investment strategies. As a fiduciary, we prioritize our clients’ best interests above all else. With our expertise and dedication, we empower individuals to make informed decisions and unlock their full financial potential.
Faith-based Financial Planning Services Offered by The Estate Planners Group
We offer a comprehensive suite of financial planning services tailored to meet the unique needs of our individual clients. As a fiduciary, we prioritize our clients’ best interests above all else. Our Certified Financial Planner (CFP®) and team of experienced professionals is dedicated to guiding you through every step of your financial journey, ensuring that you achieve your goals in a God-honoring way and secure your financial future with confidence.
Income & Expense Analysis
We conduct a thorough analysis of your income and expenses to help you optimize your cash flow and achieve financial stability.
Asset Allocation Review
Our team evaluates your current asset allocation to ensure it aligns with your risk tolerance and long-term objectives, maximizing your investment potential.
Risk Assessment & Management
We assess your risk profile and implement strategies to mitigate potential risks, safeguarding your financial assets.
Tax Planning Strategy
We incorporate personalized tax planning strategies to minimize your tax liabilities and maximize your after-tax income as part of your comprehensive financial plan.
Retirement Planning Evaluation
We help you plan for retirement by evaluating your current savings, estimating future expenses, and designing a customized retirement plan to achieve your goals.
Sustainable Investment Strategy
We integrate environmental, social, and governance factors into your portfolio, aligning your financial goals with your values.
Lifestyle Advisory
We provide personalized guidance on managing your finances to support your desired lifestyle, whether it’s savings, funding, or planning.
Portfolio Reviews & Adjustments
We regularly review and adjust your investment portfolio to ensure it remains aligned with your financial objectives and market conditions.
Are you hoping to live out a purposeful, meaningful & robust Retirement, while having a God-Honoring Legacy?
The Estates Planners Group can help.
Retirement involves things we can and cannot control. We can support you to make the most of what you can control and minimize the impact of what is out of your control.
Our mission is to provide faith-based support which empowers retirees and pre-retirees with the information and tools to move confidently into retirement and leave a lasting legacy. Our goal is to help you be the best possible steward with what God has given you.
There are no “one size fits all” solutions. There are steps to take before and after retirement that will help you enter and exit your retirement years with confidence and dignity.
Comprehensive Approach
Contact The Estate Planners Group
Considering financial planning services is a crucial step towards securing your financial future, and The Estate Planners Group is here to guide you through every aspect of this journey. With our faith-based approach, experienced team, and comprehensive range of services, we are dedicated to helping you achieve your financial goals with confidence. Thank you for considering The Estate Planners Group for your financial planning needs. To get started, please feel free to reach out to us at any of our headquarters in Florida, Pennsylvania, or Colorado. You can also send us a message through our website’s contact form or schedule a consultation directly. We look forward to the opportunity to work with you and help you unlock your financial potential.