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Our Values

When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At ESI Financial, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We believe you can benefit from our core values of trust, integrity, education, and goal-centered strategies.

Truth

Too often, financial planning is shrouded in mystery and we work hard to prevent this. By acting truthfully and transparency, we provide our clients with unmatched service and care. We do what we do to help you succeed, not to pad our wallets or pursue an institution’s bottom line. Your goals come first, always.

Integrity

In both our professional and personal lives, we operate with integrity and it shows in all that we do. We honor your personal concerns and craft strategies that are right for you and your family. Through this process, you can rest assured that you are being taken care of by competent professionals that are guided by strong core values.

Education

Not only are we dedicated to educating ourselves on the changes in our industry, but we are also committed to educating our clients on their financial decisions. We believe that an educated client is an empowered client and we work to pass on the knowledge we have acquired throughout our careers onto you.

Goal-Centered Strategies

We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours.

We act as coaches and advocates for your financial future and walk with you every step of the way. With a fiduciary standard, our actions are always in the best interest of the client. By being process-driven rather than product-driven, we are able to focus all of our energy on your needs. Let’s get started today.