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- Investment ManagementLicensee with more than 20 years experience in helping individuals make smart financial decisions. Prior to becoming a financial planner, his work experience included personal and commercial banking, the insurance and mortgage industries, stock analysis, investment management, risk management, bond trading, and option-based hedging. He is a published writer of market commentary and is a Registered Investment Advisor Affiliate of the firm.
- Mutual FundsWhile I don’t sell any products, I do offer clients specific recommendations regarding the purchase of various products that may be appropriate for them. Whether you need to obtain an insurance policy, or a new mortgage, or to invest in a portfolio of mutual funds, I can direct you to the resources you need. My recommendations will include the specific product, amount, ownership titling, and the step-by-step instructions needed to get it done. I can even help you get the account opened and manage it if needed.
- Bonds
- Financial PlanningAnyone seeking financial peace of mind. I serve people at all income levels, ages, and stages of life. I welcome clients who simply need a one-time financial consultation as well as those who need comprehensive or ongoing financial planning.
- Retirement PlanningElliott Financial only uses objective criteria to determine names of clients to provide to you. These criteria include the client’s age, similarity of the client’s life situation, similarity of the client’s financial issues (e.g. investments, retirement planning, estate planning), proximity of the client to you, and the availability of the client to answer the phone during the day or evening when you are most likely to call.
- Reverse MortgagesNational Reverse Mortgage Lenders Association - A non-profit trade association for companies that make, service and invest in reverse mortagages.