Your Financial Partner
At EF Financial, we understand the financial worries that keep you up at night. The economic landscape is ever-shifting, whether due to anticipated market downturns, proposed legislation, or even natural disasters that stress the financial world without warning. Partnering with our team removes the mystery of how to plan today to mitigate the unknowns of tomorrow.
Whether you’re concerned about having enough to retire comfortably, saving for your child’s college education, or caring for ailing parents, we assure you that we have likely been there ourselves. We understand the strategies needed to launch you over these hurdles. No matter the issues surrounding your personal financial situation, our team will craft custom plans tailored to unique needs and ambitions.
At EF Financial, your financial independence and confidence are the benchmarks by which we measure our own success.Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A look inside the U.S. government's statistics on household net worth.
The federal government requires deceased individuals to file a final income tax return.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?