It depends; but we can share some factors to help you make the right decision for you and your spouse. Join us to learn the latest in claiming strategies for your benefits. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. The Elliott and Associates Wealth Advisors, Inc. team includes Curt Coulombe and Duffy Elliott in Marietta, Georgia and a host of professionals and support personnel at Cetera Advisors across the country.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. The Elliott and Associates Wealth Advisors, Inc. team includes Curt Coulombe and Duffy Elliott in Marietta, Georgia and a host of professionals and support personnel at Cetera Advisors across the country.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping clients create solutions for their retirement assets.
Duffy has over 25 years of financial experience including financial planning, investments, retirement plans, corporate controllerships, mergers and acquisitions and public accounting. He entered the financial planning and investment. I am Curt Coulombe, CERTIFIED FINANCIAL PLANNER, CFP with Elliott & Associates Wealth Advisors, Inc., a wealth advisory organization based in Northwest Georgia.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We have scheduled workshops that cover subjects you may want to learn more about, including Social Security, Medicare and IRAs. This workshop is for all people approaching age 65. "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" Will help you understand Medicare and your overall medical expenses you can anticipate in your retirement years.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
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Sunjay Shanker
Jun 24, 2019
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