Broker Check
The Power is in Your Hands A Plan for Everyone A High Level of Care Data Driven

Organize Your Financial Life with the eDASHBOARD!

Free Registration

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

Your eDASHBOARD

Learn More

FinTech

Learn More

FinCare

Learn More

Exec-FinCare

Learn More
 

Videos

Life In A Box

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

Learn more

Asset Allocation

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

Learn more

Consequences

We've all made bad decisions. Let us help you improve your odds of making good financial choices with the latest technology and the experience of an advisor.

Learn more

Helpful Content

To Buy or Not to Buy

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

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

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

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

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Tax Management Strategies

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

Protecting Those Who Matter Most

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

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow