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Esquivel Financial Services

2677 North Main Street, Suite 825
Santa Ana, CA 92705-6631

Phone:

714-834-1617 ext.503

Fax:

714-242-1901

E-mail:

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Esquivel Financial Services created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial strategies,  to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Considering some important issues now could provide more options in the event of early retirement.

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Explains how future tax rules may impact deductibility of charitable donations.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

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