At EFS Stillwater, we pride ourselves in being thorough and taking the time necessary to properly create a financial plan that fits each client’s needs.
By assessing your current portfolio and understanding your specific goals, we work with you to develop a specific, actionable plan to fit your needs. We then work with you through continued accountability and making adjustments when necessary.
In a rapidly changing and confusing financial world, we are able to focus directly on your needs through our fiduciary, fee based model. We feel that this approach is paramount to the success of every one of our clients.