In The News

Click the links below to learn more from Element's professionals on how you can address your financial concerns and focus on what matters most.

Valiant Women of Commonwealth: Alex Levi

In this interview, Alex shares the Element Financial story of hard work, ambition, and authenticity and explains why she believes financial services is an amazing business for women.

Audio:

Michael Kitces #FASuccess Podcast Ep 169: Unbundling Investment Management & Financial Planning Fees With Alex Levi

Audio:

Alex Levi on Bloomberg Radio

Awards and Recognitions:

Element Financial Group Honored in NAPA’s Top DC Advisor Firms List
October 26, 2017

JoanAnn Natola is recognized as one of the Top Women Advisors for 2015 by the National Association of Plan Advisors (NAPA)*
October 2015

*The Top Women Advisors list is the latest list issued by NAPA to recognize the growing number of women who are making significant contributions to the retirement plan industry. Advisors were nominated by NAPA firm partners and their peers and completed an application process. Honorees were selected by a panel of judges based on their individual experience, contributions, and business composition

Articles

Articles:

"Buying a Co-op"
The New York Times

"Update Your Will"
Working Mother Magazine

"Maximizing Your 401(k)"
Cooper Katz Thought Bubble

"Goals Based Investing Vs. Cash Flow Investing"
Market Watch

Videos:

"The Benefits of HSAs"
Asset TV

"Investing in Education Through 529 Plans"
Asset TV