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
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Life insurance proceeds are generally tax-free. But not in all cases.
It sounds simple, but paying yourself first can really pay off.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Try these activities to keep your brain sharp.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn about the importance of having an estate strategy in this helpful and informative video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?