Real advice for Real people
Welcome to Eisenstein Financial.
We work collaboratively with our clients, providing independent, direct, and cohesive financial advice that enables them to live comfortably, plan wisely, and pursue their financial goals.
We see ourselves as their financial consultant, helping navigate the ups and downs inevitable to building wealth. Rather than selling products, we help them draw a roadmap to financial independence, one custom fit to their financial situation, their family dynamic, their risk tolerance, and their goals. When we connect with our clients, we do so as investor to investor, parent to parent, and friend to friend. We know the challenges they’re facing, because we’ve faced them too.
If this is the kind of financial service you’ve been looking for, please call us today. We’d love to meet you.
Helpful Content
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Building Your Legacy
A four-step framework for building a personal legacy.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?