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Find Your Freedom

Financial freedom isn't just about money. It's about finding your why, and aligning your resources to pursue it.

Elite Financial Network can help you define that why, and create a plan that let's you live it out.

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Who We Serve

Business Owners

Business Owners

Pre-Retirees

Pre-Retirees

Retirees

Retirees

Young Investors

Young Investors

Client Testimonials


What We Do

You define freedom. We'll create the robust strategies to help you get there.

Financial Planning

Financial Planning

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Investment Management

Investment Management

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Insurance

Insurance

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Estate Planning

Estate Planning

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Who We Are

Since 1992, The Elite Financial Network, Inc. with over 35 advisors has been serving clients in all aspects of their financial lives.

By teaching financial self-awareness, Dan is revealing how traditional finance practices are influenced by psychology. If investors want improved confidence, they must first improve their emotional competencies, which in turn, improves their decision-making behavior. It's through this Behavioral Financial Advice that Dan seeks to establish a better future for his clients and the industry.

Tax season is upon us.  Check out our Quick View Tax Guide.



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Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.
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Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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