Eslick Financial Group

Eslick Financial Group Securities and Investment Advisory Services offered through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC.

Eslick Financial Group is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of 140 of the nation’s most successful and innovative financial services firms. Our Member Firms are independent, but work together toward a common goal: to offer a broad range o

f solutions designed to help their clients—affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies—meet their financial goals. Eslick Financial Group is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.

06/03/2025
06/03/2025

📈 The Earlier You Start, the More You Grow

Compounding isn’t just a math concept—it’s a wealth-building superpower. 💥

💡 A $10,000 investment growing at 10% annually becomes:
🔹 $108,347 in 25 years
🔹 $281,024 in 35 years
🔹 $728,905 in 45 years
👉 The key? Time in the market, not timing the market.

Whether you're saving for retirement, your kids’ education, or financial independence, starting early can make all the difference.
Start smart. Stay consistent. Let compounding do the heavy lifting.

Call now to connect with business.

🎥 The Right Financial Advisor Can Make All the DifferenceChoosing a financial advisor isn’t just about managing money—it...
03/25/2025

🎥 The Right Financial Advisor Can Make All the Difference

Choosing a financial advisor isn’t just about managing money—it’s about gaining clarity, confidence, and a partner in your financial journey. In this short video by Dimensional, you’ll discover the meaningful impact the right advisor can have on your goals and decision making.

A financial advisor can provide the perspective investors need to look beyond the ups and downs of the market.

Long-term investors can improve their odds of success by avoiding three common mistakes.
04/26/2024

Long-term investors can improve their odds of success by avoiding three common mistakes.

Consider three common mistakes that can lower investment returns while raising anxiety—and why having an advisor could help you avoid such miscues.

Three lessons to keep in mind during periods of volatility that can help you stick to your well-built plan.
10/17/2022

Three lessons to keep in mind during periods of volatility that can help you stick to your well-built plan.

Dimensional’s Marlena Lee shares three lessons that can help investors reach their financial goals during periods of volatility.

What's the biggest piece of advice retirees would give their younger selves? Save more and start saving earlier.
06/27/2022

What's the biggest piece of advice retirees would give their younger selves? Save more and start saving earlier.

Most retirees would tell their younger selves to start saving and investing for retirement earlier, an Employee Benefit Research survey found.

Investing in the stock market is always uncertain. It’s because of uncertainty that we have a positive premium when inve...
06/14/2022

Investing in the stock market is always uncertain. It’s because of uncertainty that we have a positive premium when investing in stocks vs. relatively riskless assets. Reaping the benefits of the stock market requires being a long-term investor.

With long-term investing, you’re not trying to figure out which stocks are going to thrive and which aren't. You’re betting on human ingenuity to solve problems.

12/15/2021

The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.

A long-term perspective can help investors look beyond the headlines and change their view of market volatility.
09/27/2021

A long-term perspective can help investors look beyond the headlines and change their view of market volatility.

At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.

08/30/2021

Join our team! Eslick Financial Group, a growing wealth management and insurance advisory firm, is looking to hire an Insurance Account Manager.

Benefits
• Competitive pay with additional bonus opportunities
• 401(k) plan with employer match
• Health insurance
• Dental and vision insurance
• Life and disability insurance
• Paid time off

Primary Responsibilities
• Managing new and existing insurance business
• Coordinating with Advisors internally
• Maintaining relationships with clients and vendors
• Developing knowledge of product solutions
• Staying current on product, industry, and regulation changes
• Providing exceptional client service

Preferred Profile
• Professional verbal and written communication skills
• Strong organizational and time management skills
• Proficient with Office 365 and CRM systems
• Willingness to learn new software and technology
• Financial services and/or Securities experience preferred

Eslick Financial Group is an equal opportunity employer.

Over the past 3 months, Kevin has been interviewed by Boston Consulting Group, M Financial Group, and eMoneyAdvisor LLC ...
03/10/2021

Over the past 3 months, Kevin has been interviewed by Boston Consulting Group, M Financial Group, and eMoneyAdvisor LLC about the future of financial planning and how technology will continue to play a bigger role for our industry and our amazing clients. We’re both humbled and honored to be considered an innovator and thought leader in this space.

While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you confidently prepare for all the what ifs.

Address

999 Home Plz, Ste 201
Waterloo, IA
50701

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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