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