Elite Wealth Partners is an advisory firm that focuses on the big picture and how everything comes together into your lifetime income plan. We have relationships with several investment companies so we can offer competitive products, features, and pricing.
We design our plans based on clients goals and dreams. We factor in their appetite for risk so they don’t panic when the market is down and educate them so they don’t make decisions based on fear.
Our plans vary based on whether you are in the accumulation phase and are still working and saving, or you are in the distribution phase and are living off of your nest egg.
Our goal is to design mathematical models to help clients feel comfortable with possible returns, impacts of inflation, the ability to cover a financial emergency, confidence they will be able to live comfortably in retirement, and protect their principle.
Next Steps…
Setup a NO FEE & NO OBLIGATION Financial Health Assessment, or discuss whatever your investment/income concerns are at the moment.
Sincerely,
Cory J. Dawkins
Senior Partner