Our Upcoming Workshops
Join us virtually via Zoom video as we offer complimentary workshops built around in-demand topics like Social Security and Medicare. Registrations now open through November 2023.
Financial Stability Starts Here
Don't Just Dream, Plan! SM
Through all the markets ups and downs, we strive to provide quality service and quality financial advice with integrity to help our clients pursue their financial goals.
Find Your Risk Number
Take the Portfolio Analysis quiz, a powerful tool that facilitates interactive events to help you understand your emotional risk tolerance in relation to investment decisions. Read more about the quantitative characteristics that make this questionnaire so unique.
Now Offering Online Booking
Curt Coulombe is now offering the option for you to book a complimentary consultation with ease. All appointments are structured as phone calls but you may request an in-person or Zoom call when prompted to add additional details.
Busy lifestyles and multiple priorities make investing more challenging than ever. In today's complex and ever changing financial marketplace, it is important to take a comprehensive approach to preparing for your financial future.
Each of our CERTIFIED FINANCIAL PLANNER™ practitioners is here to listen to your needs and develop a personalized plan built to support your financial future. With a team of administrative staff and the far-reaching resources of independent broker-dealer, Cetera Advisors LLC, your Elliott & Associates, Inc. team is always on standby to support you through all of life's ups and downs.
Pictured from left to right are our Vice-President, Curt Coulombe, CFP®, and President, Duffy G. Elliott, CPA, CFP®.
How We Work
It depends; but we can share some factors to help you make the right decision for you and/or your spouse. Join us to learn the latest in claiming strategies for your benefits. Please contact us directly if we can answer any Social Security questions. Scheduling new Social Security and Medicare Workshops now.
Upcoming Zoom Events
Bad things happen to the best of us, and sometimes it seems like they come in waves.
Use this calculator to help estimate capital gain taxes due on your transactions.
We all want to know, “What’s next for the financial markets?”
Are You Ready For Retirement?
Retirement is much more than an algebraic equation. Are you 'fit-to-retire?' Complete your fit-to-retire assessment. Start Here