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What to Know About Offsetting Capital Gains with Tax-Loss Harvesting

Getting Financially Organized in the New Year

Financial Priorities Change? Here's How to Adjust Your Lifestyle

House Hunting? Consider These Mistakes That Could Cost You

The Power of Compounding Interest

Revaluating Your Spending This Holiday Season

Thriving Financially in a Post-Pandemic World

Budgeting to Achieve Your Goals

Investing Basics

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1995 E Rum River Drive S.
Cambridge, MN 55008
Phone: (763) 689-9023
Toll Free: (877) 403-2374
Fax: (763) 689-3742
Email: efsadvisors@efsadvisors.com

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TD Ameritrade Performance | Security Benefit Advisor Mutual Fund Performance | Fidelity Investment Performance | EFS Adv Choice Brochure | Choice Investment Performance and Fee Disclosure

Securities offered through Advanced Advisor Group, Member FINRA & SIPC.
Investment Advisory Services offered through Educators Financial Services
1995 East Rum River Drive South, Cambridge MN 55008 (877) 403-2374
Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors.
Education Minnesota-ESI ("EME") is not a current client of EFS Advisors ("EFS") and is compensated by EFS
based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services,
including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS.
For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochure
AAG and EFS are authorized to transact business in your state only if registered there or excluded or exempt from registration.

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