Elliott Financial Planning - Frequently Asked Questions

Frequently Asked Questions

Who can benefit most from your services? Anyone seeking financial peace of mind. I serve people at all income levels, ages, and stages of life. I welcome clients who simply need a one-time financial consultation as well as those who need comprehensive or ongoing financial planning.

What is “Fee-Only” financial planning and why should it be important to me? Fee-Only planning removes all conflicts of interest regarding compensation. I do not accept commissions from anyone; I work only for my clients - - and am compensated only by previously agreed upon fees.

I might need to obtain financial products. How can I do that working with you? While I don’t sell any products, I do offer clients specific recommendations regarding the purchase of various products that may be appropriate for them. Whether you need to obtain an insurance policy, or a new mortgage, or to invest in a portfolio of mutual funds, I can direct you to the resources you need. My recommendations will include the specific product, amount, ownership titling, and the step-by-step instructions needed to get it done. I can even help you get the account opened and manage it if needed.

I’m just beginning to build for my future. Will you accept me as a client? Absolutely, yes. Other firms have required income levels and/or net worth minimums, but Elliott Financial recognizes that everyone has financial needs. I am proud to work with people from all walks of life.

What types of investments do you provide advice for? I provide advice regarding a wide variety of securities including mutual funds, stocks, bonds, bank deposits, mortgages, IRA’s, 401(k)s, 403(b)s, and other retirement programs, stock options, insurance and more. If it has to do with money and finances, I can provide professional direction and resources for you.

Am I obligated to purchase the recommended products? Absolutely not. I offer recommendations, which, in my professional opinion meet your needs and objectives, but you are under no obligation to purchase them. And, I encourage you to shop around. For instance, if you need to obtain a life insurance policy, I’ll suggest which kind of policy, which riders, and which amounts make sense for you. You can purchase the policy from whomever you choose.

What the heck is your logo? It’s a compass. An image that underscores my belief that I am here to provide guidance and direction. A navigator, if you will.

How do I get started? Simply call me at 720 212-9227, or e-mail me at elliottfinancial@comcast.net. We can discuss your particular situation, begin the data-gathering process, and schedule your free, initial consultation. I look forward to serving you!