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The Benefits of Technology, the Heart of an Advisor

In a world of volatile markets, do-it-yourself financial apps and confusing tax rules, the financial planning world is very complex. Leaving some successful professionals (with less than a ten year planning horizon) overwhelmed with choice and lacking a disciplined process to achieve a work optional life. Are you a successful professional that gets anxious when you start thinking about planning for a work optional life?

At ePERSONAL FINANCIAL, we have developed a disciplined process, primarily for a small group of very successful tech professionals that aspire (among other things) on attaining a work optional life. Imagine the benefits of working with a veteran advisor that has developed and refined a disciplined process. Replace anxiety with anticipation, as you attain a work optional life.

our focus is YOU YOUR services simplifying the COMPLEX

replace ANXIETY

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PROCESS focused

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WORK optional

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REDUCE stress

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Videos

Life In A Box

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

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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Consequences

Consequences

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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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