Elite Financial Center, Inc. is a full service financial center specializing in Wealth Management and Lending Services. Our firm is uniquely designed to take into account your biggest asset, which is usually your mortgage loan. We design our wealth management strategies with your whole financial picture in mind.
Our teams of experts are not only securities and insurance licensed, but are licensed in the real estate and mortgage lending areas as well. This gives a unique understanding of all the benefits and disadvantages that may be afforded to you in creating a sound financial plan that will last for generations.
Our wealth management division is a fee and commission based firm. You decide the best platform for you. We create investment strategies that are as unique as our clients. Nothing's boilerplate. All plans are 100% customized. There is no one size fits all. Instead, we take a needs based approach to developing your Wealth Buckets.
We specialize in working with three main client demographics: Women Investors, Individual Retirement Planning, and Small Business Plans.
Women Investors
Women, Money, and Success is our flagship workshop, which is designed to help teach women how to achieve financial security. Achieving financial security is one of the most important goals a woman needs to achieve today. Taking charge over one’s financial planning is an
essential choice to make. Financial security is something that most women spend a lot of time
worrying about. Unfortunately, when it comes to actually investing, many women procrastinate. Perhaps overwhelmed by the alternatives, they do the simple thing; nothing.
A woman’s need for financial security is no different from a man’s. Achieving it is another story. In the past, married women could depend upon a husband’s pension or financial ability, but today women are marrying later or not at all. Most women work and share the financial responsibility and decision making. Women tend to invest more cautiously, which may mean less profitably. Fortunately, the future is looking brighter. Women recognize that investing plays a decisive role in meeting financial goals. Having knowledge and competent advisors, women are getting the help they need; growing more confident about making smart investment decisions.
The good news is, women are and can be very competent with their finances for themselves, their children, and the charities they may support.
The best way to ensure that you will have the money you will need later is to start putting your finances in order today. Take it slowly, learn a little bit at a time, and don’t worry too much. But start.
Retirement Planning
Individual retirement planning is one of the biggest investment concerns for most people. In addition, it is becoming more complicated every year because of the increase in the number of funding options, the numerous investment choices, their changing tax implications and most importantly, the increase in the number of retirement lifestyle years required to be funded. Our firm performs a comprehensive review of our client’s financial situation and utilizes its wide variety of computerized planning programs to project the necessary asset allocations and investment returns necessary to achieve the retirement lifestyle they desire.
Our range of investment options helps eliminate unnecessary risk through diversification. This level of diversification often increases returns while lowering risk:
Cash Equivalents Stocks Bonds Annuities Trust Deeds Life Insurance Real Estate Managed Accounts
Small Business Plans
Businesses continue to struggle with maintaining their competitive advantages, retaining valuable employees and funding retirement programs. Our teams of experienced professionals assist our corporate clients in the evaluation of all available investment options in order to design a retirement plan, which will meet both the employee and company goals. Through our affiliates, we can offer the following plans:
SIMPLE IRA SEP IRA Single K Profit-sharing Single DB Plans 401K