Sean Huff has been with EMS Wealth Management/EFM&A since September 2019, and in the financial planning industry since 2014.
Sean specializes in helping those close to or in retirement, plan for the unknown and unexpected. His ideal client is someone 50 or older who is very focused on getting to the next stage of their life, but unsure of what lies ahead.
He focuses mainly on saving clients’ money on taxes and optimizing investments so that they work best for the client. Through a consultative approach, he looks at every aspect of someone’s life to make sure all their goals can be accomplished and that they can live out their lives with dignity and the way they desire. Whether that be sitting on a beach with a margarita or sitting on the back porch, his goal is to ensure that clients have the retirement they have worked so many years towards.
Last month, Sean received his NYS P&C License.