Strategies
Our focus is helping you and your family plan for the future and achieve your financial goals. Your financial plan is our guide, and it can include strategies in some or all of the following areas:
- Portfolio maintenance, monitoring, and diagnostics
- Wealth preservation and growth strategies
- Advice on outside accounts (i.e. company 401(k) plan)
- Retirement savings and income projections
- Support and guidance as you move toward retirement
- Transition support as you enter retirement
- Distribution strategies on all accounts
- Social Security benefit information and distribution advice
- Recommendations on income-producing investments
- Continual monitoring and support on all assets
- Financial planning for your needs and goals
- In-depth research and understanding of your financial situation
- Education planning solutions for your loved ones
- Charitable giving recommendations
- Wealth distribution planning and strategies
- Will and trust advice (in conjunction with your attorney)
- Beneficiary review
- Guidance on employee benefits
- Transition assistance as you sell your business for retirement
- Retirement planning for independent business owners
- Creation of group retirement plans for businesses
125 West Boyer Street | Wadsworth, Ohio 44281 | 330-336-9292
3736 Boardman Canfield RD | Canfield, Ohio 44406 | 330-702-9950
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Kevin Chiu ADV Brochure Part2B | Karl Elsass ADV Brochure Part2B | Beth Randall-Dodd ADV Brochure Part 2B | Brad Stoehr ADV Brochure Part2B | CIRA ADV 2A | CambridgeWealthPort Wrap Brochure | CIRA CRA Form | CIR CRS Form
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Elsass Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, IN, KY, MI, MO, MT NC, NY, NM, OH, PA, SC, TN, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Elsass Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. As well, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.