The Team

Eshelman Financial Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

James H Eshelman

James H Eshelman

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

B.S.B.A. University of Florida, Gainesville, Florida, 1960
CA Insurance #0F94619

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Wade S Eshelman

Wade S Eshelman

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Bachelor of Social Work, East Texas State University, Commerce TX, 1990
CA Insurance #0F86315

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Our Staff

Doris (Dee)  Laliberte

Doris (Dee) Laliberte

Operations Manager