William Massarweh
The world has become a very complicated place, and the world of personal finance is no exception.  Gone are the days where answers come easy. Today, nearly every financial issue intersects with estate planning, tax, and real estate questions.  Garden-variety, one-dimensional advice is no longer sufficient to meet people's needs.  Individuals need advice from an advisor able to offer insights on multiple fronts. 
 
William Massarweh started E-Plan Financial Services with a vision of providing Total Contingency Planning to all of his clients. Total Contingency Planning is a unique approach to financial investing: it is the process of providing clients with integrated, tailor-made advice by reviewing the client's legal, financial, tax, real estate and family issues before making decisions. 
 
Mr. Massarweh can offer Total Contingency Planning because he is in the unique position of being an estate planning attorney, investment advisor representative and real estate broker.  Clients receive well-rounded, thorough solutions and options that address both short and long term goals. 
 
Mr. Massarweh and his staff help clients develop the most appropriate solutions to today’s increasingly complex problems. 
 
Taking You Where You Want to Go ...
And We Make All The Stops Along The Way!
Calculators

Cost of Retirement

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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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Newsletters

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

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