Forbes Article
As Seen In… Forbes, March 12, 2012
Connecting the Dots Between Wealth and Life
Eslick Financial Group offers experience, knowledge and process designed to help: Protect lifestyles and achieve financial comfort Protect and pass along businesses Plan or live in retirement Build a personal legacy Pass on a charitable legacy Help families transfer wealth
The confident investor: Someone with reliable financial information that relates specifically to his or her personal issues and objectives. The Learning Environment, developed by Eslick Financial Group, helps create confidence by delivering objective knowledge that can be evaluated in the light of each investor’s unique situation.
Company founder Dennis Eslick has become a preferred advisor for independent thinking individuals who prefer to work with a coach who will help them manage their money and legacy. That’s not surprising since he entered the financial services industry over 30 years ago following a four-year career as a business educator and basketball coach. He began applying the teaching and coaching principles in the financial world to help successful business owners, professionals and other affluent people better understand how their wealth works.
Converting Anxiety to Confidence
“We believe the Learning Environment enhances our clients’ decision-making by facilitating an empowered exchange of information that is highly relevant to them,” says Eslick. “We invest a generous amount of our time and efforts in the entire process, from discovery to discussion of potential solutions and throughout their final decision-making, something many lack receiving elsewhere. We help them view their decisions in the context of the much bigger picture – their Total Life Solutions – and convert their anxiety and concerns to a more fully con dent decision.”
With clients’ Total Life Solutions carefully documented, Eslick Financial Group then uses their vision to make relevant recommendations regarding insurance solutions. It also takes a very disciplined and structured investment management approach and offers clients access to elite managers where available.
Clients Control Their Future
A private, independent firm, Eslick Financial Group fields a team of professionals with over 100 years of combined experience and numerous credentials. The company is Iowa’s only member firm (since 1995) of the M Financial Group, one of the nation’s leading - financial services companies, with over 130 member firms in 36 states and Canada. M Financial Group’s network of independent insurance, investment and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs and Fortune 1000 companies since 1978. “We are honored with the trust of clients who have neither the time nor inclination to be ‘hands on.’ But for the most part, our clients enjoy maintaining control of their assets and future,” says Eslick. “They are making sure their voice is heard and their vision reflected.”
