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"To be remembered for making a difference in the lives of those we are fortunate to serve"

<em>About EFinancial Advisors</em>

About EFinancial Advisors

Our objective is to help clients live sustainable lives by providing reliable advice and designing relevant and meaningful financial strategies that readily address their most pressing concerns.  With LPL Financial as our Broker/Dealer, we have access to a comprehensive suite of investment products and services which allow us to tailor strategies specifically designed to meet the unique needs of the clients we serve. 

Our Goals-Based Planning Process:

  • Step 1: Discovery

         --Listen to what's important to you

         --Identify challenges & circumstances

         --Determine risk tolerance & goal set

  • Step 2: Design

         --Review current strategy & portfolio allocations

         --Determine short & long term liquidity needs

         --Research investment managers for portfolio construction

  • Step 3: Implementation & Monitoring

         --Invest in mutually recommended models

         --Monitor & review performance

         --Adjust strategy to reflect lifestyle changes