Eisenstein Financial Services

Our Vision

At Eisenstein Financial, we envision a world where individuals feel empowered and in control of their financial future. We believe financial planning should be a collaborative and personalized journey, tailored to each client's unique needs and aspirations.

Who We Are

Founded by a team of experienced financial professionals, Eisenstein Financial is an independent financial planning firm serving individuals and families in Medford, Oregon and beyond. We are passionate about helping our clients achieve their financial goals through personalized guidance, innovative solutions, and ongoing support.

Our Values

• Integrity: We adhere to the highest ethical standards and prioritize transparency in all our interactions.
• Client-Centeredness: We prioritize understanding your individual needs and goals to develop a customized plan that aligns perfectly with your aspirations.
• Collaboration: We leverage our collective expertise and encourage open communication to ensure your experience is seamless and successful.
• Empowerment: We believe in empowering you to make informed financial decisions and take control of your financial future.

Financial Planning & Investment Guidance

• Comprehensive financial plans tailored to your unique goals and risk tolerance
• Investment management services backed by robust research and analysis
• Regularly review and adjustment of your plan to ensure it remains effective

Retirement Planning

• Comprehensive analysis of your retirement accounts and investments
• Guidance on maximizing your contributions and navigating complex rules
• Strategies for ensuring a secure and comfortable retirement

Estate & Insurance Planning

• Review and refinement of your estate plan to ensure it aligns with your financial goals
• Evaluation of your insurance coverage to safeguard your financial security
• Guidance on creating an enduring financial legacy

Additional Services

• Tax optimization strategies to minimize your tax burden
• Financial education and planning workshops
• Access to a secure online client portal for convenient account access and communication

More Than Just Numbers

At Eisenstein Financial, we believe financial planning is about more than just numbers. It's about understanding your aspirations, anxieties, and aspirations. We take the time to get to know you, your unique circumstances, and your financial journey. This deep understanding allows us to create a personalized plan that aligns seamlessly with your life goals.