We understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs.
We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Elliott Financial Consultants Inc
Wayne Elliott, CFP®
Certified Financial Planner
Investment Representative
My mission is to build a financial security plan tailored to help meet your specific needs. I'm dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
I'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, I'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
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Working with you
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use a planning process which is based on the four cornerstones of financial security. It is a process designed to help you:
Better understand what financial security means to you by reviewing your current situation and defining goals
Identify and discuss any roadblocks to achieving your goals and analyze your situation
Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs
