Our Process

During your initial discovery meeting, we will get to know each other—the advisors will share more about our process, and together we’ll discuss and map out your goals, values, dreams, special concerns and challenges.

We construct a financial plan and design a portfolio that works in conjunction with your goals. Our plans cover many topics, including retirement, education funding, financial basics, estate planning, insurance, business succession, charitable giving and more.

Once we've completed your plan, we will have a meeting to implement our dynamic, integrated and interactive plan with you. We will go through it step-by-step to be sure you understand your plan.

Upon moving forward, our staff will start the on-boarding process with you. This consists of opening new accounts, preparing beneficiary forms, depositing monies and transferring assets. Once your funds have been received at our firm, trades will be executed to implement the agreed-upon investment strategy.

Throughout our relationship, Elite Retirement Consultants will monitor your investments and your overall financial situation. Your advisor will meet with you on a regular basis to review your accounts, learn about changes in your life and discuss important financial topics to ensure that your investments remain aligned with your goals.