305 Douglas Ave., Altamonte Springs, FL 32714 | www.DropHelp.com | 407-389-1122
You’ve Earned It, We Help You Keep It….It’s not just a slogan at The Estate & Business Planning Group. It’s an intentional philosophy we practice when managing wealth for so many across the country. For almost 25 years, our close-knit Independent Investment Firm is proud to say we are a family….that’s helping families. Our mission is to provide long-term professional financial guidance while building a lasting relationship with those interested in getting to retirement…and staying there. Our firm’s client base are people from all walks of life including veterans, business owners and first responders spanning over 56 police and fire departments state-wide. Not only do we work hard to grow and protect a lifetime’s work, we have found many of our clients have a common theme of passing on not just their wealth, but more importantly their wisdom as well. What better firm to partner with, than one that shares the same goal. Clients feel they are able to have a deep connection that goes far beyond money. With over 45 events large and small throughout the year, the feel of a classic family gathering appears over and over again. It’s not very often that clients of a financial advisory firm can be seen hugging each other, catching up and even planning joint vacations together at one of our events. That’s the magic of Estate & Business Planning Group. It can be seen in all facets of the organization. Every group is celebrated & well taken care of. From the dedicated executive staff in the office to many of the children & grandchildren of the clients themselves. There is a sincere intent to build lasting relationships that will last for generations. We feel having this connection has always been a focal point to help people through the best and worst of times. When world economies and markets become turbulent, our clients feel that hand-on-their-shoulder touch that reminds them their best interests are being monitored. Our culture of family is on full display and doesn’t show any signs of slowing down. The next generation of EBPG advisors has begun with the addition of two of our firm’s sons joining the organization. Proof that it matters to us…it’s important to do it the right way.
Jeffrey A. Green,
Wealth Manager/Partner
Tony Perrone, ChFC®, CLU®
Wealth Manager/President
Left to Right: Ethan T. Heard,
Wealth Manager
& R. Jeffrey Heard,
Wealth Manager/Partner
Representatives offer products and services using the following business names: Estate & Business Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Estate & Business Planning Group.
