The financial planners of EST Financial Group provide the financial planning services to help you work towards acquiring, preserving, and transfering assets to future generations. We specialize in retirement and estate planning, philanthropy solutions and business succession planning for small-business owners, using a team approach. We believe that by building a team of specialists we can provide stronger, more applicable solutions to the issues facing our clients.
Sam Slabaugh formed EST Financial Group in 2001 to provide financial expertise to clients and assist them in meeting their financial needs. Since then, we have helped clients form businesses, designed complex estate solutions, set-up vehicles for philanthropic distributions, strategized to minimize tax incidences, counseled parents to establish safeguards to protect their children's assets and helped families reduce debt and build wealth.
If you would like to meet our planner, please contact our office. We offer an initial complimentary meeting that provides you and our financial planner with an opportunity to ascertain if our investment philosophies are a good fit.
Financial Planner in Maryland and Delaware. Serving Salisbury and the surrounding areas on the Delmarva.
Samuel Slabaugh is a registered representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (memberSIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
