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
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.