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EFG, Inc.

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Our History

With all the multiple planning areas we have help our clients with since 1979 has prepared us to guide you through all your life transitions.

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Our Process

We create and implement strategies that are tailored to your needs and goals.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome

EFG, Inc. is a network of service professionals dedicated to providing individuals and businesses with innovative insurance, and employee benefit planning solutions.

Our site offers a wealth of educational materials, articles, newsletters, calculators and other tools that are designed to keep you up-to-date on financial issues, strategies and trends.

Please let us know how we may serve you.

James P. Olson - (Retired) President/CEO

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain planning ideas - we can help you address your most pressing insurance questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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