Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of the Elliott & Associates, Inc. foundation of success.
To deliver Comprehensive Wealth Management to a select group of clients, one family at a time, always keeping our clients' best interest as our central focus with customized strategies based on a written financial plan.
We believe our clients are entitled to the professional and personal advice of an Investment Advisor Representative whose advice and style of doing business are compatible with their own.
We begin each relationship with a personal financial plan designed to identify long-term goals, as well as a strategy for implementing their plan.
You will work directly with a CERTIFIED FINANCIAL PLANNER™ practitioner to develop your personal plan.
We believe it is important to inform our clients of the costs and benefits of working with a professional investment advisor.
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.
As financial professionals, we are committed to helping clients create solutions for their retirement assets. First we want to understand your risk tolerance, time horizon and goals, Then we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for their future.
We invite you to check out all the material on our website. If something prompts a question, please fill out the form below or call our office at (770) 451-2446.