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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.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Call Out Box Two

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

 

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This calculator shows how inflation over the years has impacted purchasing power.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator can help you estimate how much you should be saving for college.

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

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

Home Mortgage Deduction

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

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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

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

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

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

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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All about how missing the best market days (or the worst!) might affect your portfolio.

The Rule of 72

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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