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Services

 
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Use these pages to find out more about the specific programs and services available.

 

Senior Service
The Senior Level service is designed to provide on-going, pro-active complete and comprehensive financial planning. This program is designed for the individual who is looking for .....

Basic Service
The fundamental difference between 'Basic Service' and 'Senior Service' programs is the time, implementation and availability of the consultants. At the Basic level, the program is structured .....

Personal Financial Plan
The Personal Financial Plan (PFP) program is designed to allow everyone within an organization to benefit from basic financial planning. It provides an individual with focus on his or .....

Financial Check-up, Basic
This is a one-time consultation with one of our accredited consultants to review your current situation and discuss financial objectives .....

Financial Check-up, with Tax Return Preparation
Includes the components of the Basic Financial Check-up, plus tax preparation .....

Estate Settlement/Administration
The death of a loved one is a trying and emotional time. Unfortunately, it is also a time when the surviving spouse and/or family member is required to deal with the finalizing .....

Seminars
Seminars are an excellent way to increase the general knowledge of financial concepts for a large number of individuals at a minimum expense .....

Financial Divorce Specialist
Communication or the lack of it is often the root cause of many marital breakdowns .....

Other Services
In addition to personal financial planning for individuals, E.E.S. Financial Services Ltd. offers a number of related services.

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