Our Firm

Background
Since opening its doors in 1987, Eshbach Retirement Planning has guided hundreds of clients toward meeting their financial objectives, building its reputation for consistently helping their clients. Now, 20 years later, Eshbach Retirement Planning is one of East Harris County`s oldest and largest financial advisory firms.

Business Philosophy
In an era when literally anyone -- your plumber, your Uncle Fred, the kid who cuts your lawn--can legally hang out a shingle and call himself a "Financial Planner," Eshbach Retirement Planning offers the depth of knowledge, technological sophistication and third party independence that it takes to assure you that working with us and taking our recommendations are truly in your best interest.

Jay Eshbach believes you need to be well informed when it comes to selecting a financial planner, and welcomes you to schedule a free interview – where you ask all the questions. But as a smart consumer, you will want to thoroughly investigate your options before choosing "THE" financial planning professional you want to trust with your savings. Talk to your friends, your neighbors, the people you work with, the guy that sits behind you in church, and ask them for their suggestions. See if their referrals will make the time to meet you and have you interview them. Whether you select Jay or your Uncle Fred, it’s important that you be comfortable with the financial planning professional you choose.

Professional Designations
During 1997-1998, he served as the President of the Houston Chapter of the IAFP (International Association of Financial Planners). During 1998/1999, he served as the Chairman of the Board of the Houston Chapter of the IAFP (International Association of Financial Planners).

Licenses & State Registrations
Series 6 (Investment Company and Variable Contract Representative)
Series 7 (General Securities Representative)
Series 22 (Direct Participation Program Representative)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities Agent)
Group 1 (Insurance License)


Professional Bio
Jay is a Financial Planning Specialist. He has been in the Financial Planning field since 1987, with Federal Income Tax preparation experience since 1975. Jay is the founder of Eshbach Retirement Planning and manages over $95 million for over 650 clients throughout the United States and overseas. He is affiliated as a Registered Representative with JW Cole Financial, one of the fastest growing independent Broker/Dealers in the country.



Civic Involvement
Charter Member- National Council on Aging
Life Member Alpha Kappa Psi-National Business Fraternity
Organizer of the Baytown Mentor Program
Organizing Member of the Baytown Recycle Works and Board Member
Life Member National Congress of Parents & Teachers Associations
Member-Institute of Certified Financial Planners-Houston Society
Member-International Association of Financial Planning - 10 Year Distinguished Member
Organizer and Charter President Crosby PTA
Appointed in 1995 as an Arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA)
Charter Member-Leadership Mainland
Past Treasurer, Member & Director-Baytown Chamber of Commerce
Member T.A.P.A
Past Board Member of Grace United Methodist Church
Past Board Member & Treasure of Bay Area Women’s Center
Co-Chairman Baytown Business/Education Coalition 1991
Co-Chairman Leadership Baytown-1991 Class
Past 9-Term Treasure of Baytown Crime Stoppers
Past Member- San Jacinto Optimist
Past President- Crosby Lions Club
Past Director & VP Crosby Chamber of Commerce
Past Director of Crosby Optimist Club
Past President & 3 Year Member- Crosby I.S.D. Board of Trustee
Past President- Baytown Citizens League (1987)
Past 2-Term Chairman of Administrative Board Crosby United Methodist Church
Past Board Member- American Diabetes Association
Past President of Newport Homeowners Association Crosby
In 1996 Jay Published His First Book on Retirement Planning "The Retiree’s Complete Guide To The Secrets of A Secure and Peaceful Retirement"
Past Director of Crosby Volunteer Fire Department
Past 3-Term Board Member of the Metropolitan Houston Chapter March of Dimes
Past President of Rancho Carribe Lot Owners Association