Since education is the key to EBW’s success, in this issue of EBW News, insurance agent Dave Beck provides information for parents of children with special needs. Scroll down to read his three-part process that will help families plan ahead.
And here’s some great news to end the year: Washingtonian magazine has named Egan, Berger & Weiner, LLC one of the 376 top financial advisers, estate attorneys, insurance agents, and financial planning firms in the Washington, DC, metropolitan area.
Editors compiled the list based on a survey sent to the top financial professionals in the DC area asking: Who would you trust with your own money?
“If you want financial advice and have a fairly simple life—if you’re single or rent, for example—it’s usually enough to pay an adviser by the hour, once every year or two, to map out a plan,” explain Washingtonian editors. “But if your financial situation is more complex, it may make sense to pay an adviser a flat fee, or a percentage of assets, and be able to call with questions anytime.”
Charging flat fees for some services, such as mutual funds, is what landed two of the CERTIFIED FINANCIAL PLANNER professionals at Egan, Berger & Weiner on the list.
- Founding partner Michael P. Egan, CFP® focuses on getting Baby Boomers to and through retirement. Minimum: $500,000.
- Howard Pressman, CFP® focuses on helping Gen X and Millennials plan ahead for their financial futures. Minimum: $100,000.
“At Egan, Berger & Weiner, LLC, the goal we target is uniquely that of our clients, while the strategies are uniquely ours,” says Egan, who has more than 21 years of experience in the financial services industry and was the 2012 recipient of Advisory Elite Status from ING Financial Partners. “We pride ourselves on providing financial advice for clients seeking honesty, integrity, and guidance in their journey through life, using a six-step financial planning process.”
Pressman adds: “I am thrilled to receive this honor, and I look forward to continuing to serve my clients to the best of my ability.”
From all of us at EBW, here’s to a healthy, happy, and wonderful holiday season. Happy Holidays!