Eshelman Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

James H Eshelman

James H Eshelman

Financial Advisor

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Team

Doris (Dee) Laliberte

Doris (Dee) Laliberte

Operations Manager

Qualifications

  • Health, Life & Variable Annuitie Insurance License
  • Notary Public State of Florida
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