EST Financial Group

 

EST Financial Group specializes in retirement planning and generational wealth transfer. Our perspective on financial planning is that "A good man leaveth an inheritance for his children's children" (Proverbs 13:22). We assist our clients in acquiring, preserving, and transfering assets to the next generation.

Sam Slabaugh of EST Financial Group works with finance and specializes in retirement planning, estate planning, charitable giving, and investment advice. EST is located on the eastern shore of delmarva. Sam is a christian financial planner who is a charter member of Kingdom Advisors.

 

Cost of Retirement

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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