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The Benefits of Technology, the Heart of an Advisor

In the world of online advice, financial apps, and changing industry rules, the financial planning world is continuously evolving. Leaving individuals overwhelmed with choice, lack of trusted advice and little compassion in helping them plan for a secure retirement or other important financial goals.

At ePERSONAL FINANCIAL, we have simplified that choice and transformed wealth management into a personalized solution that is truly built with you in mind.

our focus is YOU YOUR services simplifying the COMPLEX

manage YOUR investments without fear

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SAVING goals

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REDUCE stress

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Life In A Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

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Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

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Let us help you improve your odds of making good financial choices with the latest technology and the experience of an advisor.

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Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.


Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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