Solution Center

  • Social Security Maximization Report

    Social Security Maximization Report

    Tells you which of 567 different claiming and timing strategies to use to maximize your lifetime Social Security benefits whether you are single, married, widowed or divorced.
  • Increased Tax-Reduction Report

    Increased Tax-Reduction Report

    Shows business owners how to save up to $275,000 in additional tax-deductible retirement plans.
  • Tax-Free Saving Report

    Tax-Free Saving Report

    Shows tax-free savings strategies for retirement, college and long-term care.
  • Free College Money Report

    Free College Money Report

    Calculates your EFC (Expected Family Contribution) based on the FAFSA and CSS Profile Forms and shows you how to get increased college aid.
  • Will Analysis Report

    Will Analysis Report

    Reviews your beneficiary, health directives and power-of-attorney provisions to see if they are up to date.
  • Life Insurance Policy Report

    Life Insurance Policy Report

    Explains your current life insurance policies and evaluates if there are better policies for you.
  • Disability Insurance Report

    Disability Insurance Report

    Evaluates your current company disability coverage and tells you how much additional insurance you can get to pay your bills while you are out of work.
  • Long-Term Care Report

    Long-Term Care Report

    Calculates the best way to cover your potential Nursing Home, Assisted Living and Home Health-Care costs due to a debilitating injury or illness such as Alzheimer’s, stroke, heart attack, etc.
  • Trusts and Estate Report

    Trusts and Estate Report

    Evaluates if you would benefit by setting up a revocable or irrevocable trust.
  • Wealth Transfer Legacy Report

    Wealth Transfer Legacy Report

    Calculates the most tax-efficient way to leave money to your loved ones or a favorite charity.
  • Medicare Supplement Report

    Medicare Supplement Report

    Shows which of the 11 different Medicare Supplement Policies is best for you.
  • Investment Portfolio Stress Test Report

    Investment Portfolio Stress Test Report

    Shows what happens to your investment portfolio based on 13 different economic scenarios including a major market crash.
  • Buy/Sell Agreement and Key Man Insurance Reports

    Buy/Sell Agreement and Key Man Insurance Reports

    Determines if your business is properly insured against catastrophic loss due to disability, death and employment termination.

Just Click On The Questions Below To See Your Customized Reports:

  1. 1
    When should I claim my Social Security Benefit?
    Social Security Maximization Report- Tells you which of 567 different claiming and timing strategies to use to maximize your lifetime Social Security benefits whether you are single, married, widowed or divorced.
  2. 2
    How can I increase my Business Tax-Deductions?
    Increased Tax-Reduction Report- Shows our business owners how to save up to $275,000 in additional tax-deductible retirement plans.
  3. 3
    How can I save more money in Tax-Free Savings plans?
    Tax-Free Savings Report- Shows you how to save more money tax-free for retirement, college and long-term care.
  4. 4
    How can I get more Free College Money?
    Free College Money Report- Calculates your EFC (Expected Family Contribution) based on the FAFSA and CSS Profile Forms and shows you how to get increased college aid.
  5. 5
    Can you help me better understand my Life Insurance Policies?
    Life Insurance Policy Report- Explains your current life insurance policies and evaluates if there are better policies for you.
  6. 6
    What is the most tax-efficient way to Give Money to my kids and grandkids?
    Wealth Transfer Legacy Report- Calculates the most tax-efficient way to leave money to your loved ones or a favorite charity.
  7. 7
    Can someone help me create or update my Will?
    Will Analysis Report- Reviews your beneficiary, health directives and power-of-attorney provisions to see if they are up to date.
  8. 8
    Do I need to set up a Trust?
    Trusts and Estate Report- Evaluates if you would benefit by setting up revocable or irrevocable trusts.
  9. 9
    Do I need Long-Term Care?
    Long-Term Care Report- Calculates the best way to cover your potential Nursing Home, Assisted Living and Home Health-Care costs due to a debilitating injury or illness such as Alzheimer’s, stroke, heart attack, etc.
  10. 10
    Do I have enough Disability Insurance?
    Disability Insurance Report- Evaluates your current disability coverage and shows how much additional insurance you can get to pay your bills while you are out of work.
  11. 11
    Which Medicare Supplement policy is best for me?
    Medicare Supplement Report- Shows which of the 11 different Medicare Supplement Policies is best for you.
  12. 12
    How can I Stress-Test my Investment Portfolio?
    Investment Portfolio Stress Test Report- Shows what happens to your investment portfolio based on 13 different economic scenarios including a major market crash.
  13. 13
    What is the best way to Protect My Business if a key employee or my partner becomes disabled, dies or leaves the company?
    Buy/Sell Agreement and Key Man Insurance Reports- Determines if your business is properly insured against catastrophic loss due to disability, death and employment termination.

Just Tell Us The Reports To Run For You!

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Click On The Report Descriptions Below To Order Your Customized Reports.

(You can request up to 13 reports)

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Martin S. Eller, CPA


Martin S. Eller, CCFS ELA


EGE Group, LLC


HEADQUARTERS:

100 South Spring Ave, Suite 110
Sioux Falls, SD 57104
P 605-275-8850
F 605-275-8852
C 605-940-6066

meller @egecpa.com
www.egecpa.com
NJ OFFICE::

710 Route 46 East Suite 203
Fairfield, NJ 07004
P 201-444-8850
F 605-275-8852
C 201-803-6402

meller @egecpa.com
www.egecpa.com