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Upcoming Educational Events

April is Financial Literacy Month! 

 Elliott and Associates Wealth Advisors would like to announce “Vision 2020”, a series of events to help raise awareness of financial topics.

 1.“Estate Documents Everyone Should Have”

          Presented by local estate planning attorney, Sarah White

          Tuesday 5/21 at Hopstix 3404 Pierce Drive, Chamblee

2. Market Update

Presented by Duffy Elliott and Curt Coulombe

                    Saturday 6/15 at 1225 Johnson Ferry Road, #600

Tuesday 6/18 at Hopstix 3404 Pierce Drive, Chamblee

 3. “How Technology Will Change The Way We Age”

        Presented by Duffy Elliott and Curt Coulombe

       Saturday 9/21 at 1225 Johnson Ferry Road #600

       Tuesday 9/24 at Hopstix 3404 Pierce Drive, Chamblee

 4. Savvy Social Security Planning

Presented by Duffy Elliott and Curt Coulombe

Saturday 10/12 at 1225 Johnson Ferry Road, Suite 600

Tuesday 10/15 at Hopstix 3404 Pierce Drive, Chamblee

Comprehensive Family Wealth Management

Busy lifestyles and multiple priorities make successful 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.

Who are we? 

Elliott and Associates Wealth Advisors, Inc. is made up of a team of  Duffy Elliott and Curt Coulombe who are Registered  Representatives of Cetera Advisors.

What do we do?

Working with one family at a time, we keep the client's best interest as our central focus with customized solutions by designing, implementing, updating and monitoring a comprehensive financial strategy to help the client achieve their goals.

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


Fit to retire logo 225e92485e44001cdc9732da3eea689cb2c3a62c01f0e5b923d70a465bd404f9

                         

Cetera Advisors does not provide tax advice. Please contact your tax advisor for guidance on your particular situation.

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