Our Process
ERC Client Experience
Implementation
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.
Monitoring
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.