Families & Individuals

Planning for Every Stage of Life

A Trusted Advisor for All of Life’s Stages

Our Goal Is to Be Your One-Stop Source for All Matters That Concern Your Financial Life. We Know You Would Rather Be Spending Time With Family and Friends Than Worrying About Your Finances.

Significant life events call for serious financial planning. Whether you are getting married, buying a home, starting a family, changing jobs, or experiencing a divorce, it helps to have an experienced, trusted resource to guide you.

We Offer Individuals and Families a Full Range of Financial Advisory Services to Help Pursue Their Short-Term Goals and Their Long-Term Financial Independence:

  • Retirement Planning
  • Investment Management
  • College Planning
  • Estate Planning
  • Tax Planning
  • Insurance

We focus on the individual needs of each client, giving each the level of attention that we would give to our biggest account. If you began your relationship with ESAM through an employer-sponsored retirement plan, we will continue to serve as your financial advisor after you change jobs. We can assist you in rolling over your retirement funds and continuing on the path toward securing a “Paycheck for Life.TM

The ESAM Build, Protect & Generate Approach

BUILD

While working and growing your family, you need to BUILD a nest egg for the future.

PROTECT

In the years leading into retirement, you need to PROTECT your assets and plan access to retirement funding.

GENERATE

During retirement you need to GENERATE income while preserving assets and planning for wealth transfer.

Ready to Talk?

Let us help you take some of the mystery out of
preparing for your financial future.