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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
What kind of auto insurance should you have? Do you know?
Knowing the rules may help you decide when to start benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.