Jon Eisen, CFP

Jon Eisen, CFP

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

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