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Comprehensive Family Wealth Management

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.

Don't Just Dream, Plan!SM

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

When should you claim your Social Security benefit?

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

Emergency Funds: How Much is Enough?

Bad things happen to the best of us, and sometimes it seems like they come in waves.

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Capital Gains Tax Estimator

Use this calculator to help estimate capital gain taxes due on your transactions.

Crunch Those Numbers

Where Is the Market Headed?

We all want to know, “What’s next for the financial markets?”

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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

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