Our Company
Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives.
Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.
Our services include:
- Investment and Asset Allocation Planning
- Retirement Planning
- Life Insurance Analysis and Solutions
- Education Funding / Planning
- Estate Planning Strategies
- Fee Based Planning Services
- Small Business Retirement Plans
With LPL Financial as our broker/dealer, Elefante Financial Services is well positioned to offer our clients independent and experienced financial advice. Detailed information about LPL Financial is located in the “About Us” menu at the top of our website.
For more information on our firm, we invite you to explore our web-site, call us or email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.