We guide people to Scroll to Explore LIVE, LEAD and LOVE fearlessly Business Owners Learn More Young Professionals Learn More Successful Families Learn More Who We Serve Young Professionals You’re young and healthy now but what happens if you get sick? SAVINGS FOR FUTURE How do you balance your lifestyle spending with saving for your future? Who can you trust to help make independent, smart financial decisions? Business Owners When the time comes, what’s the most tax-efficient way to exit the company? GROW REVENUES How can you grow revenues while preserving what you’ve built? Who are the future leaders of the company and how do you retain them? Successful Families How will you ensure your family inherits wealth responsibly? PRESERVE WEALTH How do you best preserve wealth for future generations? What are the tax consequences of your estate plan? Our Process chat_bubble_outlineInitial Conversation Discuss current planning, goals and time horizons to strategize on next steps and best outcome. insert_chart_outlinedData Gathering Provide EJS with the necessary personal and policy information to analyze. Informal Underwriting Submit underwriting data with up to 30 carriers to secure non-binding offers for coverage. Recommendation Pinpoint the intersection of best underwriting offer and product fit to accomplish each individual client’s planning goals. Implementation Submit application and any follow-on items to successfully approve, issue and deliver coverage to the client.
Dedicated Service Regular communication with each client, supplemented with annual reviews. Swift resolution for all questions, changes and requests for additional coverage. Our Process chat_bubble_outlineInitial Conversation Discuss current planning, goals and time horizons to strategize on next steps and best outcome. Data Gathering Provide EJS with the necessary personal and policy information to analyze. Informal Underwriting Submit underwriting data with up to 30 carriers to secure non-binding offers for coverage. Recommendation Pinpoint the intersection of best underwriting offer and product fit to accomplish each individual client’s planning goals. Implementation Submit application and any follow-on items to successfully approve, issue and deliver coverage to the client.
Dedicated Service Regular communication with each client, supplemented with annual reviews. Swift resolution for all questions, changes and requests for additional coverage. Our Process chat_bubble_outlineInitial Conversation Discuss current planning, goals and time horizons to strategize on next steps and best outcome. Data Gathering Provide EJS with the necessary personal and policy information to analyze. Informal Underwriting Submit underwriting data with up to 30 carriers to secure non-binding offers for coverage. Recommendation Pinpoint the intersection of best underwriting offer and product fit to accomplish each individual client’s planning goals. Implementation Submit application and any follow-on items to successfully approve, issue and deliver coverage to the client.
After nine successful years as Senior Vice President of that company, Emory could no longer ignore the fact that many important relationships weren’t receiving the depth of expertise and service they deserved from their insurance advisors.
Emory began to share the knowledge and experience he accumulated while working with world-class business owners, Hall of Fame athletes and celebrated entertainers to help those he cared about most.
And in 2014, EJS Financial Management was born. Emory J. Smith holds a Bachelors of Science degree (magna cum laude) from the W. P. Carey School of Business at Arizona State University. Emory is a 15-year veteran of the high net worth financial services industry and contributes to numerous national media publications. He holds Life, Health, Property and Casualty Insurance Licenses, and serves clients through active professional and community involvement:
Central Arizona Estate Planning Council (Board of Directors) National Association of Insurance and Financial Advisors – Phoenix Chapter (Past President). W.P. Carey School of Business at Arizona State University (Alumni Mentor) Make A Wish Arizona (Wishmakers Council) Valley of the Sun United Way (Legacy Society Task Force) HonorHealth Foundation (Financial Health Advisory Committee) Valley Partnership (Golf Tournament Co-Chair) Urban Land Institute (Member) Numerous Tax and Estate Planning study groups (Member)
Most of all, Emory enjoys spending as much time as possible with his Wife Katie and their son. After nine successful years as Senior Vice President of that company, Emory could no longer ignore the fact that many important relationships weren’t receiving the depth of expertise and service they deserved from their insurance advisors.
Emory began to share the knowledge and experience he accumulated while working with world-class business owners, Hall of Fame athletes and celebrated entertainers to help those he cared about most.
And in 2014, EJS Financial Management was born.
We help clients uncover, understand and answer their toughest financial questions to address the needs of today and tomorrow. Emory J. Smith holds a Bachelors of Science degree (magna cum laude) from the W. P. Carey School of Business at Arizona State University. Emory is a 15-year veteran of the high net worth financial services industry and contributes to numerous national media publications. He holds Life, Health, Property and Casualty Insurance Licenses, and serves clients through active professional and community involvement:
Central Arizona Estate Planning Council (Board of Directors)
National Association of Insurance and Financial Advisors – Phoenix Chapter (Past President).
W.P. Carey School of Business at Arizona State University (Alumni Mentor) Make A Wish Arizona (Wishmakers Council)
Valley of the Sun United Way (Legacy Society Task Force)
HonorHealth Foundation (Financial Health Advisory Committee)
Valley Partnership (Golf Tournament Co-Chair)
Urban Land Institute (Member)
Numerous Tax and Estate Planning study groups (Member)
Most of all, Emory enjoys spending as much time as possible with his Wife Katie and their son.
OUR PARTNERS
EJS Financial Management is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
