At Elek Wealth Management, we provide the insight and direction to help you build a comprehensive financial plan that is focused on fulfilling your individual needs and financial goals. We offer access to a full range of financial and retirement services, standing as a valuable resource.
Preparing for your future is a process that needs to be carefully considered, particularly with longer life spans, increasing health care costs, changing tax regulations and rising cost of education.All of this can challenge and complicate your financial plans. Our purpose is to guide you through the financial process and provide you with customized strategies to pursue these and other personal objectives.
Preparing for your future is a process that needs to be carefully considered, particularly with longer life spans, increasing health care costs, changing tax regulations and rising cost of education.All of this can challenge and complicate your financial plans. Our purpose is to guide you through the financial process and provide you with customized strategies to pursue these and other personal objectives.
Services
Eric is the founder and president of Elek Wealth Management, LLC, and has been a Registered Representative of Commonwealth Financial Network(R) (member FINRA/SIPC) since 2001. Prior to joining Commonwealth, Eric was a registered representative with The Advisors Group. Eric is a CERTIFIED FINANCIAL PLANNER professional holding FINRA Series 6, 7, 63, and 65 securities registrations, and is life, health and accident insurance licensed.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis.
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