Our History
Since 2001, Elite Retirement Consultants, LLC has provided Holistic Financial Planning in five key areas: Preservation, Retirement, Investment, Tax and Estate Planning. Because we do not represent a company or brokerage firm, we are free to work with our clients to identify the most appropriate financial strategies customized to their situations. We are primarily fee based in our relationships with our clients which enables us to think and act independently of Wall Street and provide the most suitable strategies tailored to our clients’ needs and desires.
Who We Serve
ERC specializes in working with clients who value a close, personal, long-term relationship with trusted, knowledgeable advisors. We bring value to pre/post retirees, small business owners, high earning individuals and families. We take time to understand our clients’ individual circumstances, enabling us to provide them with customized strategies. Our special process has helped our clients have a comprehensive plan that integrates their values, beliefs, goals and objectives. Our goal is to be the last financial advisory firm your family ever works with.
PLS Planning
We approach planning as a dynamic and on-going interactive process, not a one-time event. Our planning process allows us to provide you comprehensive management of holistic wealth to pursue all of your financial goals and objectives.
High Earning Individuals and Families
Sharing the same values as our clients, aids in our planning process. This means that planning has to include answering the following important questions: How much is enough for you to maintain your current and future standard of living? What is the appropriate way to preserve your legacy?
Business Owner Service
Providing business owners strategies that help grow their business and help increase their long term value. We work with business owners to prepare continuity and exit strategies to enhance their own planning and wealth creation.
Our Commitment to You
At Elite Retirement Consultants, LLC our experienced staff works as a team to ensure the best possible experience for our clients. Our team approach allows clients the ability to talk to more than one team member who understands their individual situation. The goal of each member of our team is to be a bright spot in your day. Communication. Confidentiality. Transparency.