Established in 1990, Ehlert Financial Group believes successful client relationships go beyond providing information, ideas and strategies. We are committed to building a relationship with our clients based upon integrity, honesty and accountability. We fully subscribe to treating our clients ethically and to put their best interests first.
Our practice is generally focused on three core client groups:
- The emotionally-charged, intricate planning situations for families with special needs children and adults. We work very closely with our sister company, Protected Tomorrows®;
- Business owners, entrepreneurs and executives and their families; dealing with multifaceted, complex situations, complete with illiquid or closely held assets, and
- People struggling with an uncertain financial future−be it their retirement, caring for their parents, funding their children’s education or determining how to transfer their legacy.