Efficiently Managing Your Financial Life
Luxury Bill Pay ServiceCash ManagementCredit MaintenanceAsset MonitoringBusiness ManagementTax Preparation/PlanningIndependent AdviceEstate/Retirement
Example:A recent new client thought he was maximizing interest earnings by having his payroll checks directly deposited with his investment advisor. However, we quickly conveyed to him that his broker was not only charging him a fee on this money, but the account was also earning 2% less than a high-yield money market account would be earning. In this client's situation, he was losing roughly $65,000 per year in interest!
Client Examples

CASH MANAGEMENT :

We continually monitor cash balances in all your bank and money market accounts to maximize your interest earnings. We also monitor current FDIC limits on your accounts to ensure that you are protected in the rare possibility that your bank becomes insolvent. With new clients, we often find a significant amount of cash lingering in low or non-interest bearing bank accounts that is unintentionally costing the client a significant amount of money in lost interest earnings. Let eobm help make sure you're earning as much as you should be on your money.

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Our most valuable asset is our integrity. Without trust, regardless of how intelligent an advisor is, you will never have total comfort. At eobm, our number one priority is to help bring you total peace-of-mind. When you can sleep better at night knowing that you have someone you can trust on your team, we consider our efforts a success.
We are independent from your investment advisors and other financial professionals in your life; therefore, we are not influenced by any outside incentives when advising our clients. At eobm, you can rest assured that the monthly reporting and consulting advice you get from us is solely an evidence-based assessment of your true financial picture and what is financially best for you and your family.
We have experts in the fields of business consulting, income tax planning and preparation, investment monitoring, employee management, bookkeeping, charitable giving and estate planning. At eobm, we bring a comprehensive group of efficiency strategists to you to create a simple, organized financial framework that empowers you to make informed decisions about your money.
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