Wealth Management Services
At Elliott & Painter Wealthcare Advisors, our goal is to provide clients with tax-optimized wealth management advice. We take pride in our ability to utilize unique relationships with our in-house tax professionals to provide the most comprehensive financial advice available.
One of the benefits of working with us is our ability to provide clear and easily understood explanations of financial products and services. Another benefit is our ability to complement our financial services advice with competent tax-advice from our CPA partners. The personalized program that we can provide is a roadmap to working toward a more secure financial future. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
We can help you understand what types of investments are best suited for your unique life situation, and how you should allocate and diversify your investments to achieve your financial goals.
By coordinating with our qualified tax specialists, we can develop tax-advantaged, tax-efficient, and tax-deferred financial strategies.
We offer a variety of insurance services, from Life and Disability Insurance to Long-Term Care Insurance.
One of our core objectives is that our clients retire with independence and dignity. We can help you manage and develop the best strategy for your retirement accounts, with our goal being not to pay a penny more in taxes than legally required.
Debt & Risk Management
Debt and risk management are vital to achieving a long-term financial goals With your permission, we can help you establish a budget and develop strategies to minimize your expenses and increase your savings while retaining your standard of living.
By reviewing your wills & trusts, we can help ensure that you leave a lasting legacy to your heirs or chosen beneficiaries.
We can recommend accumulation strategies to help pay for your children's education.
Income Protection & Asset Preservation
We develop unique income protection plans using a variety of financial products, such as Long-Term Care, Disability Protection and Insurance services.
Certain experiences can change our lives forever- sometimes for the good and sometimes for the bad. We can help you prepare for these special needs you may have, so that you always retain confident control of your assets.
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