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Our Services

At The Elite Financial Network, Inc., we work with a diverse range of clients, from young families to seasoned executives to retired couples. Wherever they are in life, we strive to guide them through the complexities of the financial markets and help them pursue financial independence. We can assist with the following services and products:

Investment Management

We forgo model portfolios and instead build a customized and diversified portfolio that complements a client’s other planning concerns. After we define the client’s objectives, we develop a portfolio emphasizing risk management, utilizing the knowledge of the industry’s foremost investment strategists that will likely consist of a variety of investment options, including:

  • Bonds
  • Common Stock
  • Traditional, Roth, SEP, Educational, and SIMPLE IRAs
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Alternative Investments

Financial Planning Strategies

Financial planning refers to the process of making appropriate decisions concerning one’s assets in order to pursue financial goals in life. It can involve a variety of different strategies, but the overall goal is to determine how to build and manage assets and how to plan for the future. Working with clients to create a financial strategy, we strive to help them establish their short and long-term goals in life, determine their assets and liabilities, and evaluate their current financial position. From there, we work together to develop and implement a financial roadmap. Through our financial planning services, we assist with:

  • Retirement Planning
  • Estate Planning
  • College Planning
  • 401(k) and 403(b) Planning
  • Money Purchasing Planning
  • Merchant Services
  • Money Management

Tax Planning

Through tax planning, we seek to meet each client's specific needs in planning for the future and pursuing their goals in an ever-changing financial and regulatory environment. We can assist individuals, families, and businesses with:

  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Income, Gift, and Estate Tax Returns
  • LLC and Partnership Tax Returns
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Representation Before the IRS

Insurance

Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help clients determine what type of coverage is appropriate for their circumstances, including:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Property and Casualty Insurance