FAQ: Two Brands, One Firm

We’re adding Blended Family Financial to more intentionally support a group we’re uniquely equipped to help: blended families. Over the years, I’ve seen firsthand how complex finances can be for couples navigating remarriage, step-parenting, and building a shared life. This brand gives us a clearer way to speak to those needs with care and expertise.

But to be clear, this is not a shift away from Endurance Financial Group or from anything we’ve built together. Blended Family Financial is simply a natural extension of our purpose and the Planning Built for Life® approach you already know.

Blended Family Financial is a division of Endurance Financial Group, a Registered Investment Adviser.

In short, nothing is changing for you. Your advisory relationship remains with EFG under your current advisory agreement.

You’ll still meet with me, follow the same process, and receive the same service and support you’re used to. This update simply reflects how we’re growing and who we’re reaching through our new brand.

No, everything on your end stays the same. Meetings, communication, and ongoing planning continue just as they always have.

Not at all. This is a brand expansion, not a structural change. Your agreement, your fees, the Planning Built for Life® process, and our relationship remain exactly the same.

Great question—and one I want to be really clear about.

While the new brand focuses on a specific group we are well-suited to serve, you are absolutely still part of this family. If we’ve built trust together and you value the clarity and support we provide, you’re in the right place.

Blended Family Financial helps us reach families with specialized needs. Endurance Financial Group remains your home, and our door is—and always will be—open to the clients and families we’re honored to serve.

You can still access your portal here: Planning Portal Link
EFG Invesment Portal Link

Nothing about your login or access has changed. If you have any issues, just reach out.

You may begin to see Blended Family Financial branding alongside Endurance Financial Group in certain places, such as emails, newsletters, or within the planning portal. This is purely a branding update and does not affect your accounts, your agreement, or how you work with us.

All of our email addresses at efg-planning.com remain the same. You can also reach us through the contact page on either website—efg-planning.com or blendedfamilyfinancial.com. No matter which site youuse, your message comes to the same team.