Broker Check
Smart$Advice


 

At EFinancial Advisors, we believe that everyone should have access to sound financial advice regardless of the size of their investment account.  Smart$Advice is a monthly subscription based financial advice service offered to individuals who typically don’t have the minimum account size often required to have financial advice included as part of portfolio management.  Smart$Advice is ideally suited for millennials, single parent households, mid-career professionals and the largely underserved population who often find themselves needing sound financial advice for making critical decisions but have few options available.

 

Smart$Advice can assist with financial concerns around cashflow/budgeting, debt management, major purchases, retirement and estate planning to name a few.  The subscription cost for enrollment in the Smart$Advice platform starts a $42 a month and access to financial advice can be obtained via live office visits, by telephone, email or virtually through Zoom meetings.

 

You no longer have to make important financial decisions alone—give us a call today!