Engler Financial Services

Welcome to the Engler Financial Services Web site. Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so check back often.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please call (973) 661-3100.

 

Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC Engler Financial and Cadaret, Grant are seperate entities. We are licensed to conduct securities business in the following states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, NC, NH, NJ, NV, NY, OH, PA, VA

Cash Flow Analysis

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

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

More Calculators →

Retirement with All the Fixins'

One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

More Newsletters →