The Benefits of Technology, the Heart of an Advisor
The financial industry is always changing, and with the rise of robo-advisors, it’s more important than ever to work with an advisor who understands how to stay on the cutting edge of all this change. We are ePERSONAL FINANCIAL, a planning firm that blends technology with a human touch. We work closely with our clients to establish their risk tolerance, reduce downside portfolio risk and craft plans accordingly, while allowing them complete access to their investments and real-time data.
We believe in giving our clients the freedom and flexibility to monitor their financial future. Contact us today to get started.Our Approach Our Services How It Works
Life In A Box
As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.
Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Military families face unique challenges, making personal finance even more critical.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.