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What We Can Do For You

Our team will collaborate with you to identify the services and solutions that align with your financial objectives. By providing financial advice, investment recommendations, progress reviews, and leveraging advanced technology, we can assist you in realizing your financial dreams and adapting to changes life may bring. Our focus at Element Wealth Advisors is to empower you with greater confidence, connectivity, and control over your financial affairs.

How We Work Together

How We Work Together

We believe developing a strong and trusting relationship between you and your financial advisor is essential for achieving your financial success. By building a strong relationship with you, our team can gain a deep understanding of your current financial situation, comfort level, and long-term objectives. This allows us to tailor our advice and recommendations to meet your specific needs and adjust our approach over time as your circumstances change.

A strong relationship built on trust and communication helps to ensure you are comfortable discussing your finances and seeking advice when needed, which is key in helping you to make informed financial decisions. Currently, we offer three paths you can follow when you work with us at Element Wealth Advisors:

Investing & Wealth Management

Investing & Wealth Management

Our investing and wealth management services are most appropriate for clients who are solely looking for investment management services.

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Planning For Life

Planning For Life

Our life planning services are most appropriate for clients who are looking for unique, personalized advice on their lifetime financial goals.

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Advanced Planning For Life

Advanced Planning For Life

Our advanced life planning services are most appropriate for clients who have complex advice needs that require the attention of multiple financial professionals.

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Total Cost Transparency

Total Cost Transparency

We believe in being completely clear about the costs of our services. The individual planning cost will be determined according to the complexity of your situation and needs – the more complex your financial picture is, the higher the cost. Likewise, if you have a less complex situation, the cost of our services will be lower.

More specifically, the cost is based in part on your income sources, your liabilities, your protection needs, and your overall net worth. It also takes into account:

  • The number of goals to track over time and life event planning
  • Sophisticated financial planning needs, such as estate planning, business ownership or transition, or advanced investment management
  • Retirement income and distribution planning
  • Wealth preservation and wealth accumulation strategies
  • Comprehensive insurance analysis

If these services sound like they could be beneficial to your financial planning needs, we hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your financial goals. We look forward to meeting you!

Have a Question? Connect with us.

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