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Our Services

At Eliason Financial Associates we provide expert assistance in the following areas:

Investment Managment

  • Personalized portfolios 
  •  Regular review meetings
  • Secure online access
  • Monthly & quarterly statements
  • Income needs analysis
  • Retirement plans
  • College savings plans
  • Allocation and distribution recommendations for employer retirement plans 
  • Required minimum distribution calculations 
  • Cash management options linked to your investment accounts 

Tax Managment

  • Tax strategy recommendations for changing tax laws
  • Access to tax managed investments
  • Access to tax efficient money managers through separately managed accounts
  • Tax return review to highlight opportunities that can help minimize
    taxes

Family Wealth Management

  • Recommendations on strategies to reduce estate taxes
  • Life Insurance analysis
  • Assistance with transferring assets to Trusts
  • Asset titling and beneficiary designation review
  • Assistance with necessary financial steps upon the passing of a
    loved one