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Eisenstein Financial Services Mark Eisenstein

Phone: (541) 842-4405
customerservice@eisensteinfs.com
835 Alder Creek Dr Ste B, Medford, OR 97504

The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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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.

Principles of Preserving Wealth

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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