ELA Financial Services, LLC

 We equip you with the knowledge and tools needed to take control of your financial destiny. Through personalized financial education, we empower you to make informed decisions that enhance your financial wellbeing. financial service providers

 We help you build and preserve your legacy, ensuring that your values and assets are passed on to future generations. Our strategies are designed to optimize your estate planning, providing peace of mind that your legacy is secure. 

 Our wealth accumulation services are tailored to help you grow and manage your assets effectively. From investment planning to retirement strategies, we work with you to create a robust financial plan that aligns with your goals. 

At ELA Financial Services, we emphasize the importance of financial literacy as the foundation of our approach. We specialize in risk protection services that provide a safety net for you and your loved ones:

• Life Insurance
  
  • Safeguard your family’s future with our life insurance solutions. We offer various policies designed to meet your specific needs, ensuring financial stability for those you care about most.

• Long-Term Care
  
  • Plan for the unexpected with our long-term care options. We help you secure coverage that protects your assets and provides for your care in later years.

• Disability Insurance
  
  • Protect your income and maintain your standard of living in the event of a disability. Our disability insurance policies offer crucial support when you need it the most.

• Wills and Estate Planning
  
  • Ensure your wishes are honored and your assets are distributed according to your plans. We provide expert guidance on drafting wills and comprehensive estate planning services.

At ELA Financial Services, we are dedicated to providing you with the knowledge and resources needed to make sound financial decisions. Our holistic approach ensures that every aspect of your financial life is protected and optimized for growth. Partner with us to achieve economic empowerment, create a lasting legacy, and accumulate wealth with confidence.

As your company grows, it's essential to meet the needs of your employees. One of the main concerns that job seekers have before accepting a new position is the type of benefits offered by the employer. We assist businesses in developing group benefit plans that are affordable within your company's budget, while simultaneously attracting new talent and retaining your existing employees.

We also help you plan for future growth, prepare for taxes, and develop succession plans. The services we provide include, but are not limited to:

• Retirement Plans
• Group Life and Disability Plans
• Buy-Sell Agreement Life Insurance
• Key-Employee Life Insurance
• Business Planning Strategies

ELA Financial Services offers a range of products and services to help individuals and families protect themselves throughout the different stages of life. We assist you in navigating your journey and achieving your goals.

Many of our clients are successful business owners and entrepreneurs. We understand that building and maintaining a business can be challenging, but it's also very rewarding. That's why we offer a range of financial services to cater to your needs at every stage of your business cycle. Some of the services we provide include Key Person Insurance, Buy/Sell Insurance, Liquidity Planning, Estate & Tax Planning, Exit Strategy Planning, and Executive Benefits/Compensation.

Many people dream of becoming a professional athlete. However, this career also comes with uncertainties and a limited time frame to make the most of your earnings. Our services help athletes develop financial strategies to maximize their potential income, allowing them to focus on their sports career without worrying about financial matters.

Planning for retirement can bring up many uncertainties. As you approach retirement age, it's important to make sure that you have taken the necessary steps to maximize your retirement funds. We offer regular financial reviews to help keep you on track and assist you in achieving your retirement goals.

During the early stages of ELA Financial Services, we came to the realization that healthcare professionals face several challenges that often go unaddressed. Some of these challenges include frequent job changes, leaving retirement accounts at previous employers, inadequate knowledge about student loans, high levels of stress, and lack of understanding of employer benefits. We strive to address these issues and provide solutions to help healthcare workers manage their finances better.