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
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a guide to explain all the parts of Medicare.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Explore the growing influence women wield over the economy with this handy infographic.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a quick guide to checking to see if you have unclaimed money.