The Team

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 strategies like 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.

Our Advisors

James H Eshelman

James H Eshelman

Financial Advisor

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Designations

CRPC®

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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Our Staff

Doris (Dee) Laliberte

Doris (Dee) Laliberte

Operations Manager

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Qualifications

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