Products and Services

At Elefante Financial Services, we provide assistance in the following areas:

Financial Planning Services

• Asset Allocation
• Investment Planning
• Retirement Planning
• Education Funding
• Insurance Analysis and Planning
• Cash Flow Analysis
• Charitable Gifting Planning
  
• Estate Planning Strategies
• Small Business
• Retirement Plans
• Business Continuity Planning

Investment Services

• Portfolio Analysis
• Asset Allocation
• Investment Management
• Managed Accounts
• Alternative Investments

Investment Vehicles

• Mutual Funds
• Exchange Traded Funds
• Stock and Bonds
• Alternative Investments

Insurance Vehicles

• Life Insurance
• Disability Insurance
• Long Term Care Insurance

Account Types

• Personal Accounts
• Traditional and Roth IRA
• Individual 401(k) Plans
• Small Business Retirement Plan Accounts