Who We Are
As an independent financial planning and investment advisory firm, Endeavor Financial Advisors was founded to help people just like you pursue their
financial objectives.Learn More
How We Think
As a fiduciary, we continually focus on our clients’ long-term objectives - throughout up and down markets.Learn More
How We Serve
As a fee-based advisory firm, our clients engage us to objectively help them grow and preserve wealth.Learn More
Understanding Today's Complex Financial Environment and What it Means for You
Welcome to Endeavor Financial Advisors. We understand that individuals, families, and companies face unique challenges today as they build wealth and plan for the future. The constant bombardment from the media makes the financial environment seem complex and overwhelming. We can help you tune out the noise and guide you to a focused approach to optimizing your financial picture today and at the same time, preparing for the future. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
We have years of experience in financial services and can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Saving for College 101
Here’s a crash course on saving for college.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Calculating your potential Social Security benefit is a three-step process.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Building wealth requires protection from the forces of wealth destruction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.