Jeffrey P. Elman

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Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies. I believe in investing my time with you before you invest your money with me. You will receive a complimentary goals-based wealth management consulting session. During our consultation, we will fully discuss your financial situation, investment experience, current portfolio analysis, scoring of your tolerance for risk, and expectations for returns and your investment time horizon.