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