Holistic Financial Strategies
At EFS we employ a holistic approach to financial wellness. Our philosophy around secure financial planning consists of identifying our clients needs and goals, helping to educate them on their options and addressing any potential health or longevity concerns. The primary objective will be to assign your money or assets a job.
Long-term growth, capital preservation, access or liquidity, or fixed income could all be options, amongst others.
Whether the goal is to forge the path towards tax freedom, a comfortable retirement, efficient wealth accumulation, or a seamless business succession, EFS has the tools, resources and expertise to take on even the most complex of financial planning opportunities.
Chief Strategy Officer, Tyson Snook, coaches financial professionals on the intricacies of retirement planning, advanced life insurance design, tax diversification, advanced estate conservation and legacy planning at the national level as a paid consultant.
Retirement Strategies
The ELITEAM Financial Strategies team is anchored in the retirement planning space and as a company our advisors represent some of the best retirement conservation, retirement income replacement, social security, and legacy planners in the country.
Our team is proud to have won, and continue to win, national awards for retirement planning, life insurance planning, estate conservation and are widely regarded as some of the best in the country.
We strive to give our clients the peace of mind and quality of life we all truly desire in retirement.
A sound retirement plan can vastly reduce your stress thus improving the quality of life in your "Golden Years".
Insurance and Estate Planning
ELITEAM Financial Strategies has had the opportunity to design some of the most complex and complicated life insurance plans, estate plans and business succession plans for a variety of wealth management clients, business owners, and retiree's of all types and net worths.
We thrive in tax efficiency planning, legacy planning, estate conservation, and the complex intricacies of proper risk management and efficient asset transfer.
Wealth Management
Our experienced and engaged team of financial professionals will help you shape a custom strategy around your individual goals.
We focus on tax efficiency, growth efficiency, risk management and capital preservation.
By leveraging a long-term outlook we are able to focus on growth while maintaining proper leverage and capital preservation in the strategy. At EFS we are students of the financial service industry and stay in tune to market trends and opportunities.
