Accumulation Phase
During this phase you will contribute and accumulate in a safe or risky environment to achieve a desired result. For many families, this means investing in financial tools or products. Many families get stuck in a financial rut and are dismayed at the results. They look for better tools, but they most often come up short. EFG Financial believes we can better serve our clients by stopping the losses then by picking the “winners,”. We have found that when you look at the problem from a different point of view, we are able to help you achieve better results.