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

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

A House Divided

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

View all articles arrow

How Compound Interest Works

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Retirement Plan Distributions

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

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Surprises

Making the most of surprises is a great reason to work with us.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow