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Charles R. Elhoff, Jr., CFP®, ChFC,CLU

EFC Advisors, LLC

1000 Ballpark Way
Ste 214
Arlington, TX 76011
Phone: (817) 795-1095
Fax: (817) 795-4799

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Household Income Minimum: $300,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: A second opinion survey of your financial affairs is available for a fee of $300.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.