Financial Planning

Element specializes in the thoughtful construction and delivery of a customized plan that integrates strategies and tools tailored to our clients as they progress on their financial journey. The objective is simple and powerful: to build and maintain a financial plan custom fitted to client values and goals and attaining their desired lifestyle.



Throughout our process, we help clients:
  • Get in touch with core values
  • Set specific goals that are aligned with those values
  • Benchmark their current reality
  • Stay on course as their financial journey unfolds
Services include:
  • Creation of Personalized Element Financial Office
  • Cash Flow Modeling
  • Retirement Planning
  • Asset Allocation and Asset Management
  • Education Planning
  • Business Planning
  • Special Needs Planning
  • Estate Planning
  • Charitable Giving Summaries and Analysis
  • Risk Protection
  • Coordination with all Financial Professionals
  • Secure, Online Storage of Important Financial, Legal and Family Documents
Other Practice Areas:
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This communication strictly intended for individuals residing in the states of AR,CA,CO,CT,DC,FL,GA,IN,MA,MD,NJ,NY,OH,OR,PA,PR,TN,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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