ESI Financial Service

At ESI Financial Services, we provide fee-only, holistic financial planning in the La Mesa and greater San Diego, CA area. Our years of experience have taught us that the best financial planning happens only after getting to know you and your unique situation and goals. Planning for the future you want is our main focus, and we are dedicated to building relationships with our clients by taking the extra time to really listen to your specific needs and concerns.

We work diligently to provide you with an integrated plan that allows you to easily understand where you are currently, and help get you on track to where you want to be in the future. Our approach is centered around core values such as care with integrity, independent and objective advice, professional and competent service, attentiveness to client needs, client education, and fee-only retainers that are not commission-based.

What We Do

We provide comprehensive financial planning, tax, and investment advisory services to individuals, families, and small businesses. Our comprehensive solutions include:

• Financial Planning: We help you understand where you are currently and guide you on how to get to where you want to be in the future.
• Tax Planning: We help you minimize your tax liability and maximize your savings.
• Investment Services: We help you create an investment strategy that aligns with your goals and risk tolerance.

Who We Serve

Each of our clients is unique in their own way. Typically, we work with the following types of clients:

• Business Owners: We help you manage your finances and make informed decisions for your business.
• Those Approaching Retirement: We help you prepare for the future and ensure that you have a comfortable retirement.
• Those Looking for Financial Peace of Mind: We help you understand your financial situation and provide you with a plan to achieve your goals.

We make a point to get to know each of our clients individually so we can serve them better. Through tax planning, financial planning, and investment services, we provide comprehensive solutions to meet your personal and business needs.

Affiliations

We are committed to providing value to our clients and staying updated with the latest trends and best practices in the industry. That's why we are affiliated with the following organizations:

• NAPFA (The National Association of Personal Financial Advisors): The country's leading professional association of fee-only financial advisors.
• ACP (The Alliance of Comprehensive Planners): A professional organization dedicated to serving fee-only, comprehensive financial planners.

By being part of these organizations, we are able to provide our clients with the highest level of service and expertise.