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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
When considering life insurance, it's important to understand your options.
Apps that help small business owners better manage and grow their business.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are five facts about Social Security that are important to keep in mind.
When to start? Should I continue to work? How can I maximize my benefit?
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Make your retirement as exciting as your next vacation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.