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
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.