Elite Financial Management can make your retirement happen.
Relaxing on the beach?
Opening the business you’ve dreamed about?
Traveling the world?
At Elite Financial Management, our goal is to create financial confidence for you by anticipating your needs, developing contingency plans to deal with uncertainty, keeping risk exposures within limits acceptable to you, minimizing taxes, and helping you achieve your overall financial objectives.
Elite Financial Management can help you achieve retirement dreams. Here’s how we do it:
1. Gather Financial Information
We start by gathering information about your financial situation. This is a comprehensive inventory of your:
- Estate documents
At this point we also gather your goals and objectives. This will include any lifestyle changes and other major expenditures you anticipate during retirement.
2. Financial Plan & Recommendations
The information you provide is the foundation to building a comprehensive financial plan. The financial plan includes:
- Cash flow analysis
- Current asset allocation analysis
- Insurance analysis
- Investment summary/net worth statement
- Retirement scenarios & projections
- Tax analysis of your current investments
It is not uncommon for a financial plan to have areas that can be improved. When deficiencies are found, we will offer recommendations to help you get back on track.
We understand that your financial situation may change over time. Elite Financial Management will continue to help by monitoring your plan. We will hold period review meetings with you to ensure that you stay on
track and recommend changes when necessary.
If you don’t have a financial plan in place, now is a great time to get one. Give us a call today to set up a free consultation to learn more about how Elite Financial Management can help you achieve your retirement objectives. Call us at