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Plan for Retirement with Confidence

December 23, 2025

As the end of 2024 quickly approaches, have you considered how your financial future will look? Retirement planning may seem distant, but it’s important to take action now. Retirement is more than just stopping work – it’s about securing the financial freedom to enjoy your later years. Are you prepared for the financial hurdles that…

What is a Mutual Fund Share Class and Why it Matters

December 23, 2025

Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investments.  Mutual funds are run by professional money managers, and there are many different types of mutual funds that have different features and risk levels. Within each mutual fund, there…

  • Samantha Simons

    March 16, 2026 |

    Samantha (Sam) Simons is a financial advisor and client services associate with EFS Advisors. Her career in financial services began in 2007 in the back office of EFS in Cambridge, Minnesota, where she wore many hats and gained valuable experience across the industry. Soon after, she became a licensed financial advisor, earning her Series 6,…

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  • Elizabeth Mason-Doubet

    March 16, 2026 |

    As a financial advisor with EFS, Elizabeth specializes in working with individuals in different stages of retirement planning. Her commitment to providing excellent client service has been shaped by two major influences. First, her mentor Dennis Ludwig, a veteran in the financial field, encouraged Elizabeth to obtain her licenses. Second, her business and operations management…

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