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Esquivel Financial Services

2677 North Main Street, Suite 825
Santa Ana, CA 92705-6631

Phone:

714-834-1617 ext.503

Fax:

714-242-1901

E-mail:

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Esquivel Financial Services created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial strategies,  to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Considering some important issues now could provide more options in the event of early retirement.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains importance of rare-earth minerals and their role in technology and security.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much will it cost to pay off a loan over its lifetime?

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