Our Services
In today's economy and environment, making financial decisions can be overwhelming. With a wealth of information at his fingertips, the investor can be easily misguided about what is best for his or her family - and that's where we come in. With this overload of financial information readily available to today's investor, a relationship with a trusted financial professional is essential.
ES Financial Advisors can help you sort through the maze of information and help you make informed, intelligent decisions about how to invest your money and plan for the future. With us by your side, you can take back control of your financial planning and work toward long-term financial success and stability for you - and your family.
This is what we've done for our clients over the past 40 years and this is what we can do for you.
We specialize in the following areas:
- Investment portfolio analysis and management - to keep you informed of how your investments are performing, and to make adjustments as needed
- Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
- College tuition planning – to prepare for college tuition expenses and best allocate resources when the time comes
- Estate planning - for preservation of wealth from generation to generation
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Life and long-term care insurance - to ensure that you and your heirs are well cared-for in the long-term